No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
"My conviction is that we each have within us the ability to overcome any problem or difficulty that we may encounter in life. This inherent potential is a state of life characterized by limitless courage, wisdom, and compassion." Steven T. Duplain, Founder and Managing Director of Humanitas, is a native of Chicago, IL. Since his start in the financial services industry over 30 years ago, Steven has championed working with individuals and families, educating financial professionals, and guiding millennials and pre-retirees through life’s challenges with effective and personalized financial strategies. Steven is personally invested and genuinely committed to helping each client attain their dynamic life goals. Outside of the office, Steven and his wife Charna enjoy horse riding, scuba diving, and water skiing. For relaxation, they enjoy traveling, with Jamaica being their absolute favorite spot and Japan coming in a close second.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
