Finanza Consulting

DISCOVER THE WEALTH SECRETS OF THE IUL

Grow your wealth with

no taxes or market risk.

Grow your wealth with no taxes or market risk.

You don't pay taxes on growth. Ever.

Your account is GUARANTEED not to go backwards.

Your money is liquid.

You are not required to report money you take out to the IRS.

Average historical returns of of 5-7% annually, tax free, net of fees and cost.

Why Hasn't My Financial Advisor Ever Told Me About This?

Ever wonder why your financial advisor never mentions this?

Reason #1: Most advisors don’t know how to set up a tax-free IUL account.

Reason #2: Advisors often recommend what their firms promote, not always what benefits you.

Reason #3: Fees and commissions tied to IRAs and 401(k)s can add costs for you—benefiting them instead.

As a result, only 0.07% of Americans enjoy the tax-free, compound-growth benefits of an IUL, while most rely on taxable or tax-deferred accounts.

IUL vs. Tax-Deferred 401(k) or IRA: A Clear Choice

Not all financial accounts are created equal. While traditional 401(k)s and IRAs come with limits, tax liabilities, and market risks, an Indexed Universal Life (IUL) offers unique benefits designed to protect and grow your wealth. Here’s how an IUL stacks up against conventional accounts:

You don't pay taxes on growth or principal. Ever.

Average returns of 5-7% (tax-free and net of fees).

Market gains are locked in, no losses when markets dip.

Access funds anytime without penalty, while still earning interest.

Privacy of income.

Taxes are inevitable - either upfront or during withdrawals.

Investment limits are capped.

Market downturns mean your funds can drop in value.

Access is limited, and early withdrawals are penalized.

All earnings are reported to the IRS, without privacy.

Taxes are inevitable - either upfront or during withdrawals.

Investment limits are capped.

Market downturns mean your funds can drop in value.

Access is limited, and early withdrawals are penalized.

All earnings are reported to the IRS, without privacy.

You don't pay taxes on growth.

Average returns of 5-7% (tax-free and net of fees).

Market gains are locked in, no losses when markets dip.

Access funds anytime without penalty, while still earning interest.

Privacy of income.

Too Good To Be True? A Century-Old Strategy Trusted by Iconic Figures

Is It “Too Good To Be True,” You Ask?

In fact, the IUL is not a new investment strategy.

Accounts like these have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a legally tax-free environment.

Ever been to Disneyland? Did you know Walt Disney’s visionary idea almost never came to fruition?

When Walt was looking for funding for his dream park everyone thought he was crazy and that it would never work… he leveraged everything including his personal home to make it a reality… In the end it was his compound interest account he leveraged that gave him the liquidity he needed to make it a reality.

Banks like Wells Fargo, JP Morgan, Bank of America hold more assets in these accounts than they hold in real estate!

President John F. Kennedy had an account like this.

So did Presidents Taft, Cleveland, McKinley, Harding, and FDR (FDR, in fact, held a large portion of his estate—$562,142 or over $7 million in today's dollars—inside his account...)

Even John McCain used his account to fund his electoral campaign back in '08.

Joe Biden, our current president has SIX of these accounts...

The only question is...

Do You Qualify for an IUL?

A Properly Structured IUL is NOT available just to the super-rich...

However an account like this can only be set up if you or your family qualify for it.

To discover if you qualify for a Properly Structured IUL, take our 30 second survey below.

By providing the requested information and clicking “Submit”, I provide my signature expressly consenting to contact from Finanza Consulting or its subsidiaries, affiliates, or agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email (even if registered on the DNC). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.