Retirement Income Quiz
PrimusMax™ created an online Retirement Income Quiz for high-income earners on our PrimusMaxLife℠ platform . The goal is simple: Determine if adding an IUL policy to your retirement portfolio make sense.
An IUL, or “Indexed Universal Life” policy with cash value, is often a misunderstood insurance product that can add diversification to your retirement portfolio, with upside growth potential without downside risk.
If structured correctly, high-income earners can plan to receive guaranteed lifetime income, while building generational wealth in a tax-efficient manner.
Retirement Planning Questions for High-Income Earners:
Am I saving enough for retirement?
Stock market volatility eating away at my retirement portfolio?
Are my retirement investments keeping pace with inflation?
Do I regularly reach annual contribution limits for my IRA or employer sponsored retirement plan?
Do I want to create “generational wealth”, while building retirement wealth?
Would I like to grow tax-efficient retirement wealth without stock market losses?
Do I want to supplement or diversify my retirement portfolio to offset market risk?
Do I want to control when to “turn on” lifetime income in retirement?
High-Income Earner Quiz Results
After completing your Retirement Income Quiz, you will determine whether or not if adding an IUL to your portfolio is a good fit to build retirement wealth and lifetime income without market volatility.
You will also receive a personalized IUL Retirement Strategy Report via email.
High-Income Earner Retirement Checkup
You will have the option to schedule a Retirement Checkup meeting, via video conference with a licensed insurance professional to provide you with a free:
1. Retirement Needs Assessment
2. Product Recommendation
3. Retirement Income Proposal
Start your PrimusMaxLife℠ Retirement Income Quiz: