Learn How to Create Tax-Free Income in Retirement & what current tax laws means for your retirement planning window

New tax law offers short-term relief — but most benefits expire by 2028. What will that mean for your future?

If you’re in or approaching retirement, this is a valuable opportunity to learn what today’s tax laws could mean for your income. The One Big Beautiful Bill Act (OBBBA) gives many Americans a few years of tax relief — but when those changes end in 2028, many may face higher taxes on retirement income.

Monday, August 25th at 4:30pm
at our Corporate Office

445 Hutchinson Ave., Suite 950, Columbus, OH 43235
Admission is free, but space is limited.

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At this free educational event, you’ll learn:

How you may reduce or eliminate taxes on some of your retirement income

Why now may be a smart time to explore tax-free income options

How an Indexed Universal Life (IUL) policy works — and how it can help generate tax-free income for life

What steps you can take right now to protect your financial future

You worked hard for your savings. We’ll show you how to keep more of it.

Admission is free, but space is limited.

Fill out the form below to RSVP!

Name
Will your Spouse/Partner be attending?
How many additional guests will you be bringing?
Describe your overall health:
What is the range of your current investable assets?
What is your current household income?
The life insurance products we teach about serve as a potential financial and tax planning tool but require applicants to meet specific health and financial qualifications. Carriers have strict guidelines to determine eligibility. The above questionnaire will help determine if attending this event will be a good fit for you or not. Don’t worry if you don’t qualify, we will have other events you can attend!
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