Referral Form
Fill out the information below, make sure to add who referred you!
If you are filling out this form for someone else please understand we reward out $100 per Referral, IF they are approved the reward will get paid out in the form of Zelle, Cashapp, Paypal, or a Gift Card.
You CAN'T get a rewarded by referring yourself, spouses are acceptable.
Frequently Asked Questions
How can I create a personalized IUL plan for my future?
Creating a personalized IUL plan involves a detailed understanding of your financial situation, goals, and risk tolerance. Our IUL experts at Lopez Industries start with a thorough consultation to assess your current financial status and future objectives. We then tailor an IUL policy that aligns with your unique needs, considering factors like premium flexibility, death benefit requirements, and index options within the policy.
How can I reduce my tax liabilities while maximizing savings?
An IUL policy can be structured to help reduce tax liabilities while maximizing savings. The cash value growth in an IUL is tax-deferred, meaning you don't pay taxes on the interest or investment gains as they accumulate. Additionally, policy loans and withdrawals can be managed in a tax-efficient manner. Our Lopez Industries advisors can guide you on how to leverage these features of IUL for tax efficiency and savings growth.
How can I align my IUL with my financial goals?
Aligning your IUL with your financial goals involves customizing the policy's components like death benefit, premium payments, and index options. We work closely with you to ensure that your IUL policy supports your long-term financial objectives, whether it's wealth accumulation, retirement planning, or legacy creation. Our strategies include adjusting your premium payments and choosing index indices that reflect your risk appetite and financial aspirations.
What retirement plan suits my financial situation best?
The most suitable retirement plan depends on your individual financial situation, goals, and risk tolerance. IUL policies can be a part of a diverse retirement strategy, offering flexible premium payments and potential cash value growth. We recommend a consultation with our IUL experts to evaluate how an IUL policy can complement other retirement plans like 401(k)s, IRAs, and annuities, ensuring a comprehensive approach to your retirement planning.
What is the best approach to managing and preserving my wealth?
The best approach to managing and preserving wealth is a balanced strategy that includes diversification, risk management, and tax efficiency. An IUL policy can play a significant role in this strategy. Its cash value component offers investment growth potential while providing a death benefit. Our team at Lopez Industries can help integrate an IUL policy into your broader wealth management plan, ensuring alignment with your wealth preservation goals.
How can I schedule an appointment with your IUL consultant?
Scheduling an appointment with our IUL consultant is easy and convenient. You can contact us through our website, call our office directly, or send us an email with your preferred date and time for a consultation. Our team will promptly respond to confirm your appointment and provide any necessary information prior to the meeting. We look forward to assisting you with your IUL queries and planning needs.