Financial Planner, Andrew Spivey, will be discussing the inner workings of Index Universal Life Insurance geared towards accumulating a source of tax free income.

Considered one of the most efficient ways to accumulate a pool of assets for tax free income later, IUL's have become a great choice for people who want to diminish portfolio risk, enjoy a tax free income and also carry insurance for the unexpected. By understanding how they are structured, what they cost and how they accumulate and distribute; you can dissolve the unknown in order to make the best, educated decision on whether it is right for you. We are not selling a product. We are simply educating individuals on how these operate. The choice is yours after that.

September 18th 2013
6:30pm - 7:30pm
Pruneyard 2nd Tower, 4th Floor Conference Room
1999 S. Bascom Ave.
Suite 400
Campbell, CA 95008

Food and beverages will be provided. This is an interactive, whiteboard, educational workshop and will not be a powerpoint style presentation with glossy handouts.

Please respond to the contact information via the link below:
http://www.socialwave.net/mp/745/?