Your Retirement Roadmap - IUL Booklet Report - Ken DuBose

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Your Personal Retirement Roadmap IUL RETURNS COMPARED TO OTHER RETIREMENT ALTERNATIVES YEARLY BREAKDOWN “Life is full of risks…your retirement plan shouldn't be!” 12
Your Personal Retirement Roadmap A NOTE FROM YOUR ADVISOR... It’s important to note that this comparison assumes all investment/savings approaches show a hypothetical 7% return. However, mutual funds historically have only averaged a return of 1.9% for the past 30 years, 2.5% for the past 20 years and 2.6% for the past 10 years.* The Indexed Universal Life policy recommended for you would have returned over 9% if you would have had this policy for the past 25 years. * Why the average investors investment return is so low - Sean Hanlon—Forbes This presentation is for illustration purposes only and is not intended as a full description of benefits. Please refer to each company’s brochure and illustration for a more comprehensive description of benefits, terms and conditions. Life Insurance plans require underwriting. Benefit amounts can vary based on underwriting. Initial payment does not guarantee approval. RBA Financial Services or any of its representatives do not give tax advice. Please seek a qualified tax specialist for all tax related questions. All life insurance agents affiliated with RBA Financial Services are strictly independent contractors. The IUL values on this page come from the non-guaranteed values shown in the carrier illustration. Illustrated historical returns have been higher, however past results do not guarantee future performance. This presentation is not valid unless combined with carrier illustration and brochure. “Life is full of risks…your retirement plan shouldn't be!” 13
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Page 15 and 16: WHAT MAY HAPPEN IF I CHOOSE TO HAVE

Your Retirement Roadmap - IUL Booklet Report - Ken DuBose

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