The LIFT Wealth Strategy: Build Wealth, Eliminate Debt, and Retire Tax-Free - By Becoming Your Own Bank

I'm Carl G. Bullard. After 30+ years with the Federal Government, I discovered the tax trap in my TSP. Now I teach families how to grow wealth safely and tax-free with the same strategy the wealthy have used for over a century.

Licensed Financial Strategist in Multiple states

What Makes the LIFT Wealth Strategy Different?

💧 Liquidity

Your money stays accessible, no penalties, no waiting until age 59½. Use it for opportunities, emergencies, or even income, while it keeps growing inside your plan.

🛡️ Safety

Your principal is protected from market losses. You capture the market’s upside without risking your savings when it drops. Zero losses. Lifetime protection.

📈 Growth

Earn indexed returns linked to market performance, not trapped in it. That means steady compounding growth, with no rollercoaster volatility.

💰 Tax-Free Advantages

Grow and access your wealth without the IRS waiting at the end. Properly structured, your growth, withdrawals, and death benefit can all be tax-free.

From FAA to Financial Freedom

From FAA to Financial

After more than 30 years as an Air Traffic Controller with the FAA, I thought I had done everything right — saving, investing, and building my TSP account. But when I retired, I realized a painful truth: nearly 40% of that money wasn’t really mine.
Between taxes, inflation, and market risk, I knew I needed a smarter way to protect my wealth and my family’s future.
That’s when I discovered Indexed Universal Life (IUL) — a strategy that gives me safety, growth, and tax-free income for life.
Today, I teach other professionals, business owners, and families how to build wealth the same way, without losing control of their money.

See the LIFT Wealth Strategy in Action

DONOVAN

Donovan had been saving aggressively in his 401(k) but got tired of market losses and tax uncertainty.
After discovering the LIFT Strategy, he redirected those contributions into an Indexed Universal Life policy.
Today, his cash value grows safely with no market risk, and he can borrow from it tax-free for future income or investments.
His goal: to retire with a steady stream of tax-free income, fully protected from future tax hikes.

CHRIS THE CONTRACTOR

Chirs runs a small contracting business and wanted to keep his reserve funds safe while earning more than a basic savings account.
By using the LIFT Strategy, he moved his idle cash into a high-performing IUL policy that grows tax-free and stays fully liquid.
Now he can access funds anytime for business opportunities, new equipment, or emergencies — while his full balance continues compounding.

ANGELA

Angela wanted a reliable plan to retire early and pass on wealth to her kid. Traditional plans couldn’t promise safety or tax-free income.
With her LIFT Strategy in place, she’s on track to start receiving tax-free income in 6 years, while her full cash value continues to compound safely.
Her policy will not only provide lifetime income but also create a legacy for her family.

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Legal disclaimer: Liftwealth™ | Terms & Conditions
Lift Wealth Strategies LLC and Carl G Bullard LLC—including their owners, officers, employees, affiliates, and agents—are not licensed financial or investment advisers and do not sell securities. The information provided, including the proprietary L.I.F.T. System, is for educational purposes only and is not intended as financial, legal, investment, or tax advice. Nothing on this site constitutes an offer or solicitation to buy or sell any financial product. All content is provided “as is” without warranties, express or implied. No guarantees are made regarding income or results. Always consult a licensed financial advisor, tax professional, or attorney before making decisions.