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.
Published
Signal category
Products & Services
Quote
“We call this the 'Permission to Spend' paradox. When your entire net worth is tied to market performance, business exits, or equity valuations, spending feels like a risk.”
— Des Primus|PrimusMax™ team
Company
PrimusMax™
Retirement Income Planning Made Simple for High-Income Earners.
- Industry
- Online Audio and Video Media
- Location
- Greater Hartford, US
- Company size
- 1 employees
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.
Founded 2025