Insurance & Wealth Development
Protection with a purpose
What will Happen to your family If you don't wake up tomorrow?
Gray Matter Financial makes sure your family is protected no matter what happens Using Traditional Life Insurance or Wealth Development Tools Like IULs, Annuities, or Infinite Banking Policies. We do whatever it takes to find the correct life insurance solution for you and your family and safeguard your finances for years to come!
Get A Free Life Insurance Quote Now!
Why Work with Gray Matter Financial:
We are an Independent Agency providing budget friendly rates from 30+ "A" rated life insurance Carriers
Whole-Life
Term-Life
Mortgage Protection
Final Expense
and More...
Receive an Instant Quote! &
Easily apply with ethos!
Want to Discover the perfect life insurance solution from all our carriers?
Speak to one of our Licensed Advisors now!
Wealth Development
Indexed Universal Life (IUL):
Life insurance with a death benefit to protect your family.
Death Benefit will increase over time.
Accrues Cash Value based on stock market indexes.
"Downside Protection": Unlike stocks Cash Value will never decrease.
Cash Value can be use for loans, Investments, premium payments or fund retirement.
Infinite Banking
Properly designed dividend-paying Whole Life Insurance Policy
Guaranteed access to cash value
Much Higher Interest Rate on Cash Value than Traditional Savings
Interest grows Tax Deferred
Provides Death Benefit for Loved ones Greater than Cash Value.
Cash Value can be use for loans, Investing, premium payments or fund retirement
Cash Value removed for loans Continues to accrue Interest within the Policy!
Shields your loved ones from Inheritance and estate taxes.
Annuities
Secure wealth accumulation and will never take losses
Can be defined interest rate or Indexed with greater growth potential.
Interest earned is tax deferred.
Cash Disbursements at retirement.
Transfer Wealth tax and probate free to beneficiaries.
Schedule a call to find the best solution for your unique situation.
