Innovative Retirement Strategies, Inc.

www.innovativeretirementstrategies.com

We show our clients how they can take advantage of the power of Life Insurance to put their money to work in TWO places at ONE time. Most agents focus only on the death benefit. Our business is focused on the "Living Benefits" of Life Insurance. Permanent, High Cash Value Life Insurance is a powerful financial tool that you can leverage to make other investments, pay for college education expenses, and provide TAX-FREE INCOME for your retirement. We show successful business owners how they can transfer the wealth and success that they have built in their businesses into their personal retirement savings while avoiding taxes to the greatest extent possible. We do this because many CPAs, Tax Attorney's and other trusted business advisers are unaware of ALL of the possible ways that successful individuals can structure their businesses and use ALL of the tools at their disposal to create tax deductions and TAX-FREE INCOME for their clients. Most business owners have no idea that there is an IRS-Approved solution that allows them to make tax-deductible contributions, get tax-free growth, AND receive tax-free income. Yes, you read that correctly: tax deductible contributions AND tax-free income. Does your Roth IRA do this? 401(k)? Our savings approach allows your savings to grow market risk-free with your gains "locked-in". That is, if the market tanks, you just receive no income in that period. Zero is your hero. When the market recovers, our clients gain while other investors struggle to regain their losses. Planning to sell your business? We can show you an exit strategy that can eliminate capital gains taxes. If you are a business owner and reading this, you owe it to yourself to learn more. Planning for business succession? We use simple, IRS-Approved strategies to avoid probate, estate taxes, gift taxes. Again, If you are a business owner and reading this, you owe it to yourself to learn more. Contact: 561-676-8982

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We show our clients how they can take advantage of the power of Life Insurance to put their money to work in TWO places at ONE time. Most agents focus only on the death benefit. Our business is focused on the "Living Benefits" of Life Insurance. Permanent, High Cash Value Life Insurance is a powerful financial tool that you can leverage to make other investments, pay for college education expenses, and provide TAX-FREE INCOME for your retirement. We show successful business owners how they can transfer the wealth and success that they have built in their businesses into their personal retirement savings while avoiding taxes to the greatest extent possible. We do this because many CPAs, Tax Attorney's and other trusted business advisers are unaware of ALL of the possible ways that successful individuals can structure their businesses and use ALL of the tools at their disposal to create tax deductions and TAX-FREE INCOME for their clients. Most business owners have no idea that there is an IRS-Approved solution that allows them to make tax-deductible contributions, get tax-free growth, AND receive tax-free income. Yes, you read that correctly: tax deductible contributions AND tax-free income. Does your Roth IRA do this? 401(k)? Our savings approach allows your savings to grow market risk-free with your gains "locked-in". That is, if the market tanks, you just receive no income in that period. Zero is your hero. When the market recovers, our clients gain while other investors struggle to regain their losses. Planning to sell your business? We can show you an exit strategy that can eliminate capital gains taxes. If you are a business owner and reading this, you owe it to yourself to learn more. Planning for business succession? We use simple, IRS-Approved strategies to avoid probate, estate taxes, gift taxes. Again, If you are a business owner and reading this, you owe it to yourself to learn more. Contact: 561-676-8982

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Employees

1-10

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Founded

2014

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Estimated Revenue

$1 to $1,000,000

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  • President

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  • Business Data Analyst

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  • Pension Associate

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