How Can This Strategy Benefit Your Retirement?
Tax-Advantaged Retirement Income
Build a potential source of supplemental retirement income that may be accessed income-tax-free when properly structured and managed.
Protection and Long-Term Stability
Build cash value through permanent life insurance, with choices emphasizing guaranteed policy values, protection from direct market declines, or index-linked interest crediting potential.
Flexible Funding Options
Explore options aligned with your goals, including eligible Whole Life designs with scheduled premium payments over 10 or 20 years.
Retirement Income and Family Protection
Create an additional potential source of retirement cash flow while maintaining life insurance protection for the people who matter most.
One Strategy. Different Ways to Build It.
Not every retirement strategy should be built the same way. Depending on your goals, a TFRA strategy may use Whole Life or Indexed Universal Life insurance. Some people prefer the predictability and contractual guarantees of Whole Life; others value the index-linked crediting potential and flexibility available with IUL. The right approach depends on your timeline and objectives.
Let’s Explore What Your Retirement Strategy Could Provide.
Schedule a complimentary, no-obligation Zoom conversation to discuss your goals and explore whether a permanent life insurance strategy could complement your existing retirement plan.
Explore Your Retirement Income OptionsCalendar not loading? Open Scheduling Calendar
TFRA is a marketing term for a strategy using permanent life insurance, not a separate retirement account. Benefits, costs, guarantees, and tax treatment depend on the policy and individual circumstances. Review TFRA Strategy Disclosures.