Is Uncle Sam Taking Too Much?
Secure Your Money with Smart & Safe Solutions. Financial Freedom is Finally Within Reach!
Secure Your Money with Smart & Safe Solutions. Financial Freedom is Finally Within Reach!
Is Your Money Working Hard Enough?
Traditional Methods & Plans Often Fall Short!
Discover New Solutions That Provide:
✶ Tax Advantages ✶✶ Security and Growth ✶
✶ Loan and Wealth Transfer Opportunities ✶
✶ And Lots More ✶
The Secret's Out: Financial Strategies for Growth, Security & Wealth Building
The Traditional Approach: Limitations and Frustrations
Your existing wealth building vehicle & financial system might be hindering your goals.
⚠ Limited Control: Traditional banking offers minimal control over your money's growth potential.
⚠ Slow Growth: Watching your savings accumulate at a slow pace can be discouraging, especially with inflation eroding its value.
⚠ Restricted Access: Accessing your funds before a certain timeframe can incur penalties, limiting flexibility in times of need.
⚠ Slow Growth: Watching your savings accumulate at a slow pace can be discouraging, especially with inflation eroding its value.
⚠ Restricted Access: Accessing your funds before a certain timeframe can incur penalties, limiting flexibility in times of need.
A Powerful Alternative - Infinite Banking:
HOW YOU BENEFIT
Wealth Building Engine:
Permanent life insurance acts as a vehicle for building wealth, allowing your money to grow over time.
Borrowing Flexibility:
Access a portion of your accumulated cash value through loans with potentially favorable interest rates.
Self-Directed Growth:
Repay your loans on your own terms, creating a self-directed wealth-building cycle.
Take Charge of Your Money Now
Addressing Retirement Concerns:
Tax Efficiency & Security
Planning for a secure retirement can be fraught with anxieties for many.
Tax Burdens:
Traditional savings often face significant tax implications upon withdrawal, impacting your retirement income.Market Volatility:
Market fluctuations can erode your retirement nest egg, creating uncertainty about your future financial security.Your Tax-Advantaged Solution - Permanent Life Insurance
✔ Tax-Free Growth: Your money grows tax-deferred, maximizing long-term growth potential.
✔ Tax-Free Withdrawals and Loans: Access a portion of your cash value tax-free through withdrawals or loans, providing financial flexibility.
✔ Living Benefits: Most plans offer living benefits, providing additional security in case of critical illness or long-term care needs.
✔ Tax-Free Withdrawals and Loans: Access a portion of your cash value tax-free through withdrawals or loans, providing financial flexibility.
✔ Living Benefits: Most plans offer living benefits, providing additional security in case of critical illness or long-term care needs.
Q&A:
Traditional savings accounts offer minimal growth and limited access to your funds. Permanent life insurance allows your money to grow tax-deferred, provides a death benefit for your loved ones, and offers the option to borrow against the cash value potentially with favorable interest rates compared to other loan options.
Plans typically offer a minimum guaranteed interest rate on your cash value accumulation. While some are linked to stock market indexes with the potential for higher growth, there are also options with a floor that protects your principal from market downturns. Vivant can help you choose the plan that best suits your risk tolerance and financial goals.
These are powerful wealth-building strategies, but may not be suitable for everyone. They require a long-term commitment and involves paying premiums to build cash value. Those nearing retirement or with limited savings may benefit more from other strategies, but Vivant can help you determine if they align with your financial goals and risk tolerance.
Game Planning & Strategy
Quick & Simple Process to Get Started On Your Journey
1.
Consultation
Begin with a personalized session to assess your situation and see what plan works best for you.
2.
Custom Solutions
Receive a customized coverage proposal designed for your goals and budget.
3.
Application
A 20 minute process to request coverage from the carrier. It's electronic, compliant & secure.
4.
Continuous Support
Expect ongoing guidance and support as you got through the process to meet your objectives.
Living Benefits - Their Story
Lita Katigback shares her inspiring story of battling cancer
...and unprecedented financial changes while caring for her six children. Living benefits on her National Life insurance policy meant Lita didn't have to choose between paying rent or paying for treatment.Discover Richard's inspiring journey of resilience
...and hope as he faced stage four cancer. Find out how living benefits and a positive mindset helped him regain control of his life and create a new future with his family.
Why Vivant?
2500+
Clients
Protected
Protected
28
Claims
Paid
Paid
8+
Years
Licensed
Licensed
100+
Insurance
Carriers
Carriers
What They Say
Karen H., Phoenix, AZ
"We're so grateful for Vivant Insurance. Daniel is knowledgeable, accessible, and so very kind. We were nervous to meet with him at first, because we were already paying several hundred dollars a month for our life insurance, but we're so glad we did. He nearly doubled our insurance while saving us money, and he calls us every year to check up on us and make sure we have the best policies. We wouldn't call anybody else."
Craig W, Mesa, AZ
"I could not speak more highly of Daniel. When my wife of 17 years passed away in 2022, Daniel took care of everything for me and the kids. He has gone above and beyond for my family, and I would recommend him to anyone looking for a great insurance agent and an even better person."
Janine K, Goodyear, AZ
"Insurance has always been complicated to me. Then Daniel sat down with me and made it so simple. He got me exactly what I wanted, and it was half the price I expected it to be. I’ve recommended him to several family members and friends, and they’ve all had great experiences. He’s answered all of my questions and given me total peace of mind."
Insurance for Life. It's what we do.
Stop Wishing,
Start Building Your Future
Start Building Your Future
Take Control of Your Financial Future Today
Stay Connected