Financial Planners and Agents

Leveraged Retirment


There are many ways to use the power of Leverage to boost your retirement.  Which of those many is best for you?  We won't know until we consider your situation after our first free, confidential conversation.

Leveraging Annuities:

Annuities are powerful tools for your retirement and the future of your family. How can you make them even more powerful?

By leveraging them. AOA is a specialist in the use of leverage to increase the power of time and compound interest.Here's how it works: your business ( a Sub-S, an LLC, or a PLLC) gets a non-recourse loan from a loan facility provided by AOA. The loan (let's say One Million Dollars) is to your business only, and you have no personal liability. The funds go directly to the top-rated insurance company to purchase an annuity in your personal name. The annuity is often the only collateral for the loan.

Now, you have a large lump sum working at compound interest for the remainder of your working career. Your business pays the interest-only loan, and takes a tax deduction.

The net effect? At the end of your working career, you will have 2 to 3 times as much as you would have had using the same amount of monthly payments (the interest payments) to put directly into an annuity.

Contact AOA to investigate the possibility of your own Leveraged Annuity.

Another powerful form of leveraged annuities is the Staggered Leveraged Annuity Arbitrage Bundle, or SLAABTM. Click here to read more about how a SLAABTM could benefit you.

Leveraging Life Insurance:
    Depending on your age, gender, and health, specialized forms of life insurance may actually be the best retirement vehicle for you.  We won't know for sure until we consider your individual situation.

If it turns out that life insurance is best for you, the power of leverage can explode the beneficial impact for your retirement years.

Watch our short video below to see how this powerful concept works in practice.

Now that you have learned the raw power of Leveraging your retirement, contact us to get started.  Time is money -- yours, and delay is costly.


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