Company intelligence
PrimusMax™
Retirement Income Planning Made Simple for High-Income Earners.
About PrimusMax™
Retirement Income Planning Made Simple for High-Income Earners. High-Income Earner Retirement Issues Some high-income earners may lack a sufficient retirement nest egg to provide for their income needs in later years. Others may put aside funds in an IRA, 401k, 403(b), 457 plan or any other investment vehicles for retirement, but market volatility or inflation could diminish their retirement savings and/or buying power. Some may regularly max out their annual retirement plan contributions. IUL policy as a Retirement Income Planning Tool PrimusMax™ podcast will explain how insurance products, such as an IUL (“Indexed Universal Life”) can be a powerful tool to supplement to your retirement portfolio, if structured correctly. Discover useful tips, strategies and use cases for high-income earners to build tax-efficient retirement wealth and lifetime income.
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Signals from PrimusMax™
8 published signals
Products & Services
PrimusMax™ introduced the PrimusMax Income℠ strategy, combining a Fixed Indexed Annuity (FIA) for guaranteed lifetime income with an Indexed Universal Life (IUL) policy for tax-free accumulation.
Reported by PrimusMax™
Products & Services
PrimusMax™ offers the PrimusMax Income strategy, which uses a dual-engine approach to replace business income and protect wealth.
Reported by PrimusMax™
Products & Services
PrimusMax™ offers the Permission to Spend strategy, which decouples wealth from market performance, business exits, and equity valuations.
Reported by PrimusMax™
Products & Services
PrimusMax™ offers the Permission to Spend dual-engine strategy combining a Fixed Indexed Annuity (FIA) and an Indexed Universal Life (IUL) policy to create a guaranteed income floor and tax-free liquidity.
Reported by Des Primus
Products & Services
PrimusMax™ introduced the PrimusMax Income℠ strategy, which uses an IUL and FIA to create a tax-free, inflation-resilient personal pension.
Reported by Des Primus
Products & Services
PrimusMax™ utilizes the PrimusMax Income℠ strategy to help Marcus Vance create a guaranteed income floor to free him from single-stock risk.
Reported by Des Primus
Products & Services
PrimusMax™ offers the PrimusMax Income℠ strategy to help high-net-worth individuals like Marcus and Jennifer Blackstone avoid the tax bite of liquidating their wealth.
Reported by Des Primus
Products & Services
PrimusMax™ explores how establishing a guaranteed income floor using Fixed Indexed Annuities (FIAs) provides the ultimate psychological and financial anchor.
Reported by Des Primus