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For Your Exit Money

How to Deploy Your Exit Money?

If you've just exited a business, a commercial property, or inherited a lump sum, your next decision is how to deploy that money.

 

Should you invest it?  Save it?  What are your options?

Shaking Hands in the Office

With liquidity you need a strategy.

 

You want a financial strategy that protects against market downturns, offers strong potential asset growth, and endures--even strengthens--as a lifetime strategy.

A Higher Peak financial strategy offers the features and benefits you seek in a single financial vehicle.  No other financial vehicle does that.

 

As much as your exit money means today, you have ambitions to increase it tomorrow.  We'll show you how a Higher Peak strategy has you pay income tax on your exit amount ("the seed") today so you can enjoy a potentially much larger tax-free "harvest" over many tomorrows.  We're happy to explain how that works. 

Learn more about our strategy here.

Disclosures

All descriptions are accurately characterized but may be simplified to help initially convey the concepts we present.

 

Higher Peak Insurance Agency, LLC ("Higher Peak") is independent and carefully selects its partners and products.

 

Higher Peak does not provide legal or tax advice nor does it sell securities.

 

Our strategies are an advanced design overlay of indexed universal life insurance (IUL) products we select from competing life insurance companies to fit your needs.  Product terms and conditions are exclusively noted in the selected insurance company’s approved materials.  Any guarantees are backed by the financial strength and claims-paying ability of that insurance company.

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​​© by Higher Peak Insurance Agency, LLC.   All rights reserved.

Fl License P180651 | CO License 792309 | 11084 NW 61 Court, Parkland, FL  33076

info@higherpeak.pro | 954-222-PEAK (7325)

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