I knew the importance of saving for my financial future, specifically for retirement. I remember my peers and past coworkers always echoing about getting a 401k plan to help me toward achieving my long-term financial goals. Though they had good intentions to help me, I wasn’t sold on the features of this traditional plan; Not only did I not understand the plan at the time, it seemed that there were many restrictions and limitations attached to it. And so, I started researching for other alternatives. What ended my search was a conversation I had with my father - an Exertus agent – who shared with me the power of the 770X solution (Indexed Universal Life). He educated to me that this particular financial tool provided an opportunity to build tax-deferred Account Value that can be used later to provide supplemental retirement income; It was ideal for individuals who need permanent life insurance coverage plus flexibility. These were all features that were important to me, and so, I got myself a policy. 6 years later, I’m happy to say that I’m on track toward a better financial future with the 770X solution. I’m extremely thankful to Exertus for helping me navigate my financial course confidently.
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Noel Antonio
I have recognized that we have a problem when it comes to finances and we don’t know how to achieve a better financial future. We know how to make money, but not having the right tools to keep it and grow it without risks this is where we get stuck. As a 770X owner I can say that this is one of the tools that is helping me create income long term with no risk in the market. What makes this financial tool unique is its features where you can have the gains of the market with the protection at the same time. If done correctly can be TAX FREE, while having other benefits. I have a great experience using 770X for a better financial future for my love ones and myself.
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Teo Ortiz
As an entrepreneur and with a family of 5, I wanted to have a solid policy in place that could build value and financially help my family in the future as supplemental retirement income and security for my children after I pass.
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Livia F.
I love offering my clients a solution that gives them tax free income with no risk of loss
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Blanca R.
