• Life Insurance

Tax-Free Income Options

In addition to providing lifetime income options, our practice also offers tax-free* income choices for retirees as well. Certain life insurance policies, such as indexed universal life insurance (IUL) may provide a way to take income during retirement, tax-free*. Because an IUL is not an investment, it is not subject to the same rules as traditional retirement account options. For example, IUL’s do not have a maximum contribution limit like traditional 401(k)s or IRA(s) do.

Sometimes we’ll use an IUL as another savings account. Since the income can be taken out at any time, tax-free, an IUL can be useful for additional expenses. Or, you may choose to take income from it so that the rest of your retirement remains in-tact. Everyone has a unique situation, of course, so be sure to talk with us to find out if an IUL could be right for you.
Tax-Free Income Strategies
Our overall goal is safety and long-term security of your wealth. If you’d like to learn more about how indexed universal life insurance works, or how it may help you, reach out. We offer educational seminars to help you learn more available strategies. NO products will be sold at the event and there is no obligation to make a follow-up appointment. In addition, we’re here to answer your questions and guide you to your goals.
  • Request Information

*Backed by the claims paying ability of the carrier.

**Our products offer a reasonable rate of return, over time.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Blackwell Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

1390 Southside Drive
Suite 103
Salem, VA 24153

Call 540-377-0583

Fax 800-218-2516