A policy illustration built around your age, income, and how much capital you want access to
How much you could borrow against, how fast, and what a loan actually costs you
What those same dollars look like as tax-free income later, and the conditions that have to hold
Retired FAA Air Traffic Controller (30+ Years) | FL Licensed Agent #W838079 | Licensed in Multiple States | I Own Every Strategy I Teach
This is a conversation, not a sales pitch. You will leave with a clear picture of your options. No obligation, no pressure, ever.
This is an advertisement. LIFT WEALTH STRATEGIES℠ is a service mark of Carl Bullard; no claim is made to the exclusive right to use WEALTH STRATEGIES apart from the mark as shown.
Carl G. Bullard is a licensed life insurance agent (FL #W838079), licensed in multiple states, and an independent agent with Global Financial Impact (GFI). He is not an attorney, a CPA, or a registered investment adviser.
This consultation is educational and is not individualized financial, legal, tax, or investment advice. Nothing discussed is a recommendation to buy, sell, hold, liquidate, or transfer any security or retirement account, including a TSP, 401(k), 403(b), IRA, or brokerage account. Products are available only where the agent is licensed.