No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Carlos Peralta-Marcatoma Financial Educator, Community Leader, and Advocate for Education and Equity Carlos serves as a Financial Educator at Global Financial Impact, where he is dedicated to empowering individuals through financial literacy. He firmly believes that financial education is the cornerstone for achieving one’s dreams, regardless of one’s level of formal education. With a deep-rooted passion for community service, Carlos has been an active leader since 1990, focusing on supporting underserved communities. Born in Cuenca, Ecuador, he is the founder and Chairperson of La Vía al Éxito, a nonprofit organization committed to promoting educational opportunities. The organization bridges the gap for Spanish-speaking families by providing vital resources and raising awareness about available educational support that often goes untapped due to language barriers.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
