Stonewood Bring Value DrkBlue LO 052024
PDF · 28 Oct 2024
A 2024 Stonewood Financial brochure about managing retirement savings and exploring Indexed Universal Life (IUL) as an alternative to market exposure or low-yield savings. It summarizes S&P 500 historical returns (2000–2023), shows low current bank/savings rates, presents a hypothetical IRA tax/convert example (65-year-old, $500,000, 20% tax), and explains IUL features including indexing with a hypothetical 11% cap and 0% floor, policy loans, living benefits, and tax-treatment highlights. The brochure emphasizes trade-offs among growth, principal protection, income, and legacy and includes legal disclosures and caveats.
Questions this document answers
$510,726
7.03%
65-year old; 20% tax; $500,000
$339,413
$100,000