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Who We Help
Pre-retirees (50s-60s)
Retirees seeking income
Market-worried savers
Legacy planners
Asking "Will I have enough?" You're in the right place.
Three Core Retirement Strategies
Choose one strategy or combine multiple approaches
Tax-Free Income
Access retirement funds without triggering income taxes
Withdraw funds tax-free when structured properly
Supplement Social Security without tax impact
Leave tax-free inheritance to beneficiaries
Licensed professionals help you choose the right approach
Two proven financial products that implement your retirement strategy
ANNUITIES
For Lifetime Income & Protection
Turn savings into guaranteed lifetime income
Protect principal from market losses (depending on product)
Plan for income you cannot outlive
Add features like income riders or spousal benefits
INDEXED UNIVERSAL LIFE
For Tax-Advantaged Growth & Legacy
Build cash value with indexed crediting strategies
Access funds tax-advantaged when structured properly
Provide an income tax–free death benefit to your beneficiaries
Combine protection and long-term planning in a single policy
What You Gain
Confidence
Know exactly what income you can count on
Protection
Shield savings from market downturns
Tax Advantages
Keep more of what you earn
Simple, No-Pressure Process
1
Call & Share Your Goals
Speak with a licensed agent who understands your retirement situation and income needs.
2
Review Your Options
Compare strategies and products from multiple carriers in plain language.
3
Choose What Fits
Decide if a strategy is right for you. Your agent guides you through next steps.
Why Choose Safe Growth Strategies
Independent Advisors
Multiple carriers and strategies, not just one company
Licensed Professionals
State-licensed agents who understand retirement
Clear Explanations
No jargon, just honest pros and cons
No-Pressure Approach
Free consultations with no obligations
Frequently Asked Questions
Important Disclosures & Disclaimers
Licensing & Registration
All insurance products are offered through properly licensed and appointed insurance agents. Insurance products, features, and availability vary by state and insurance carrier. Not all products are available in all states.
Guarantees & Obligations
All insurance guarantees, benefits, and contractual obligations are subject to the claims-paying ability of the issuing insurance company. Past performance does not guarantee future results.
Not Financial Advice
This website provides educational information only and does not constitute financial, investment, tax, or legal advice. You should consult with licensed professionals regarding your specific situation.
Government Affiliation
LifetimeLegacyPlans.com is not affiliated with, endorsed by, or connected to any federal, state, or local government agency, including but not limited to Social Security Administration or Medicare.
Marketing Platform Notice: LifetimeLegacyPlans.com is a marketing platform that connects consumers with licensed insurance professionals. We do not underwrite, sell, or service insurance policies directly. When you submit your information, you may be contacted by one or more licensed insurance agents.
Hypothetical Illustrations: All examples, projections, growth rates, and illustrations shown on this website are hypothetical and for educational purposes only. They do not represent actual policy performance or guarantee future results. Actual results will vary based on individual circumstances, market conditions, policy fees, and specific product features.
Tax Considerations: Tax treatment of insurance products depends on individual circumstances and is subject to change. You should consult with a qualified tax advisor regarding your specific situation. The availability of tax-free loans and withdrawals may be limited by policy provisions, loan interest, and IRS regulations.
Product Variations: Insurance products vary significantly by carrier, state, and individual qualifications. Rates, fees, caps, floors, participation rates, and other features differ by product and are subject to change. All insurance applications are subject to underwriting approval.
State-Specific Information: Insurance regulations vary by state. Products and features described may not be available in your state. Agent licensing and product availability are determined by state insurance departments.
Consent to Contact: By submitting your information, you consent to be contacted by LifetimeLegacyPlans.com and/or licensed insurance agents via phone, email, text message, or mail regarding insurance products and services, even if your number is on a Do Not Call list.
Disclaimer: This website and the information provided are for general informational and educational purposes only. We make no warranties or representations about the accuracy or completeness of the information. Always consult with licensed professionals before making financial decisions.
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