A new crediting method may double or triple the return, and also may reduce the taxes on your tax-deferred accounts by up to 40%
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All versions are at least tax deferred, some versions are free of any and all taxes state, federal, inheritance, etc, and some versions include a death benefit that doubles or triples the amount you pass on. These will be discussed with your licensed representative.
If the S&P 500 declines in any year, you do NOT lose any money. In fact, when the market goes back up, the losses that the S&P had in the loss year turn into gains for your account. Meaning, your account profits by gains made from the low-end point of the year before. So, if you have $100,000 in your account and the S&P 5 00 drops 30%, you stay at $100,000. If the next year the market goes up by say 10%, your gains are pegged to the 40% rise.
Interested participants cannot place funds through this site. If interested, a person licensed in your state and in good standing with the insurance department in your state will be your contact and handle any inquiry. The graph and raw data were compiled as if they share rate that inures to the benefit of the index account was the same from year 2000 until 2023 and is based on current interest rates. The insurance companies that issue these accounts declare that rate in the policy and upon yearly statements. Various companies have different share rates.
The share rate displayed is 55%. The insurance companies that issue these accounts declare that rate in the policy and upon yearly statements. Various companies have different share rates. So the graph will look different depending on the company and the sharing details
All versions are at least tax deferred, some versions are free or any and all taxes state, federal, inheritance, etc, and some versions include a death benefit that doubles or triples the amount you pass on. These will be discussed with your licensed representative.
If the S&P 500 declines in any year, you do NOT lose any money. In fact, when the market goes back up, the losses that the S&P had in the loss year turn into gains for your account. Meaning, your account profits by gains made from the low-end point of the year before. So, if you have $100,000 in your account and the S&P 5 00 drops 30%, you stay at $100,000. If the next year the market goes up by say 10%, your gains are pegged to the 40% rise.
Interested participants cannot place funds through this site. If interested, a person licensed in your state and in good standing with the insurance department in your state will be your contact and handle any inquiry. The graph and raw data were compiled as if they share rate that inures to the benefit of the index account was the same from year 2000 until 2023 and is based on current interest rates. The insurance companies that issue these accounts declare that rate in the policy and upon yearly statements. Various companies have different share rates.
The share rate displayed is 55%. The insurance companies that issue these accounts declare that rate in the policy and upon yearly statements. Various companies have different share rates. So the graph will look different depending on the company and the sharing details
TAX ADVANTAGED GAINS
You may retain every dollar of gains with our indexed account. You choose the account version that best suits your needs
SUPERIOR PERFORMANCE
Watch your account grow. $100,000 invested in an S&P 500 ETF account in the year 2000 grew to $491,000, while the same funds grew to $604,000 by the end of 2023 in the INDEX ACCOUNT. That’s a 24% upgrade
ENHANCED BENEFITS
Some versions of our INDEX ACCOUNTS provide double or even triple your account balance as an estate benefit and are free of any and all taxes
PREFERRED TAX ADVANTAGES
Your funds go directly into accounts in your name. The companies are all licensed in your state, and you can Google them at your convenience. They operate under the appropriate insurance departments in your state.
Superior Performance
See your investments soar with our strategy. From 2000 to 2024, a $100k investment grew to $604,000, outperforming the S&P 500 which reached $491,000 during the same period.
No Down Years
Bid farewell to market anxiety. Your account never loses money, regardless of market fluctuations. Say goodbye to sleepless nights worrying about market downturns.
Tax Advantage Gainss
Keep every penny of your earnings with our Tax advantage investment strategy. Under some versions, never pay taxes on your gains, providing significant advantages over traditional investment vehicles.
Preferred Tax Advantages
Backed by strong insurance carriers, our strategy offers the preferred advantage of tax deferral, unavailable to ETFs or mutual funds. Avoid all taxes on growth, dividends, inheritance, and estate taxes..
How does No Loss Work
The funds are deposited with the insurance company, which is why these accounts are tax advantaged. The account is in your name and under your control. The company then invests the funds in assets such as treasuries that earn interest.
Much of the interest is used to purchase one-year leaps on the S&P 500. At the anniversary date, if the S&P has not risen or declines, the leaps expire and have no value
HOWEVER, YOUR ACCOUNT DOES NOT SUFFER LOSSES.
If the S&P rises, your account accordingly profits (see the graph). It is because the loss years do not count that your account can outperform the typical S&P 500 account.
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Mail Address:
60355 Sun Ridge, Bend, OR 97702
Call Us:
(619) 454-1661
Email Us:
networthplan@aol.com
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Reach out this week to discuss your current financial situation, ask about overlooked deductions, or schedule your Free Tax Strategy Session with Net Worth Plans. We’ll identify your opportunities for maximum savings and legal deductions.