Income For Life
TAX-FREE LIFETIME RETIREMENT INCOME WITH NO STOCK MARKET LOSSES
Indexed Universal Life (IUL) Insurance gives you the potential for growth at a higher rate of interest without the risk of being directly in the market.
Unlike a traditional universal life insurance policy where the insurance company sets the interest rate, an indexed universal life policy credits interest to your cash value based partly on the upward movement of major stock market indices, such as the S&P 500. This gives you greater potential for growth compared to other universal life policies where the interest rate is declared by the insurance company. It can also protect your loved ones, supplement your retirement income and help you leave money to your children and grandchildren. Most importantly, you get a guaranteed minimum interest rate, so while you’re taking advantage of the market going up, you’ll never suffer loses due to the market going down. That’s because purchasing an indexed policy does not involve actually purchasing securities or stock, so it’s not the same as investing directly in the stock market.
We work with all of the most stable, highly rated companies in this industry. Click here for an illustration, or contact us to schedule an appointment or for more info.
After attending one of the social Security workshops we met Gregg and Chris to discuss our retirement and 401k plan. They were very patient and took the time to listen to us and answer all our questio… Read more
Chris was a great help, and setup a retirement plan specific to our unique needs.”
Chris provided an amazing way for my artists to save money and reduce costs. Chris has taken each individual artist and customized a plan according to their specific needs.”
Chris did an amazing job helping my company setup a retirement plan that was very specific to our company and our industry. We have been very pleased with the results and the level of service Chris pr… Read more
After attending one of their social security workshops, I met with Chris and Gregg to discuss my retirement plan. They provided helpful advice about social security, and showed me creative ways to fil… Read more
After we received notification from our health insurance company that they were cancelling our existing group plan due to the ACA, Chris helped us navigate toward the best plan for our employees. We r… Read more
I cannot thank you enough for your quick response and site visit. Our Site Manager called today to thank me, and let me know what a great service you provided, and what a great person you are. I just … Read more
Chris Nesbitt is the best. I have worked with several financial consultants over my 30 years as an attorney and as an investor. Chris explained the available options, answered our questions and found … Read more
I had experienced several public financial seminars through the years, but when I attended the Fortress seminar, I instinctively decided to pursue Chris & Gregg’s services over others, and I’m glad I … Read more
When Gregg and Chris first met with us, they took the time to listen to our needs, to understand our family situation and what we hoped to do in terms of our financial future. They then came back with… Read more
Chris was diligent in finding us just the right plan to fit our needs and our business. And we found a great relationship in him as well. Thanks Chris!”
Through Chris Nesbitt’s committed leadership, Vesity Financial Inc has brought both excellent service and exciting opportunities to the Gilson Daub portfolio. Chris’ attentive ear and innovative i… Read more
Chris set up a retirement plan that met our company’s unique requirements”
We are very grateful to Chris for the assistance he provided during the process of securing a group health insurance policy. Chris was thorough and competent in answering all of the questions we had … Read more
I have known Chris Nesbitt for over 15 years. He is a man of integrity, with whom I would entrust any of my worldly possessions, including my life savings. He has provided expert advice regarding m… Read more