Stop Worrying About Taxes, Market Crashes

& Healthcare Costs in Retirement

Discover how to protect your savings, secure tax-free income, and leave more money for your family — without Wall Street risk or tax surprises.

Independent Life Insurance Agent Since 2005

Lionel J. Jack

Financial Services Strategist who helps families fight back against Five major wealth killers:

  • Taxes (they’re not going down)

  • Market volatility (no one likes riding that 401k rollercoaster)

  • Healthcare & long-term care costs (the hidden threat to your retirement)

  • Longevity Risk (no one wants to die or to run out money)

  • Death Benefit (no one wants to leave their family here broke).

At LJ Financial Services, We use:

✅ Section 7702 IUL Insurance → tax-free growth, distribution, retirement, and death benefit


✅ Lifetime Income Annuities → retirement paychecks that you can’t outlive


✅ Tax-Free Long-Term Care Strategies → cover health care costs, Preventing drainage of savings

21-Video Financial Training: Secrets to a Tax-Free Retirement

Learn step by step how to protect your money like the wealthy do.

Retirement Mini-Course

You'll learn the answer and uses of 21 of the most common questions about Indexed Universal Life Insurance such as:

  1. What is the Difference Between Term,

  2. Whole Life and Universal Life?

  3. How Can Universal Life Insurance Be Used For Living Benefits?

  4. Why is Money That Grows Inside an Insurance Policy Tax-Free?

  5. Doesn't Universal Life Insurance Cost More The Older You Are?

  6. Plus 15 more!

 Click below to Request a "Quick Consult"

We take a firm stance that education and empowerment is vital to your financial success.

When you schedule your appointment with us and speak with an IUL Specialist, we will provide you with access to the Secrets to a Tax-Free Retirement Mini-

During your "Quick Consult"

 

We will do a deep-dive on your situation to see if you qualify to start building the foundation for a tax-free retirement.

Allow 20 to 30 minutes for this introductory call.

Simply select a time and date below and we will call you at the appointed time.

👉 Schedule Your Free 20–30 Minute Goals Call

LJ Jack Financial Services | Houston, TX
🌐 www.JackofInsurance.com | 📞 281-602-8106 | 📧 [email protected]

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Disclaimer: Strategies offered are based on insurance products, not securities, tax, or legal advice.

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