https://www.facebook.com/115242468220617/

VK Financial Services

Benefits of an IUL policy:

Cash Accumulation: IUL policies build cash value over time, growing tax-free, allowing you to accumulate wealth for future needs or goals.

Market Loss Protection: While linked to a market index, IULs have a built-in floor that shields your cash value from negative market performance, ensuring your investment is protected during market downturns.

Access at Any Age: You can access your policy's cash value at any age without penalties, providing financial flexibility for emergencies, opportunities, or retirement income.

Flexible Premiums: IUL policies offer premium flexibility, allowing you to adjust the amount and frequency of your payments to accommodate changes in your financial situation.

Death Benefit: In addition to the investment component, an IUL policy provides a tax-free death benefit to your beneficiaries, ensuring their financial security in the event of your passing.

I can set you up with a properly structured policy. Message me!

Claim ownership or report listing

Want your business to be the top-listed Accountant in San Jose?
Click here to claim your Sponsored Listing.

Videos (show all)

Rolling over old 401k into a FIA✅Need help rolling over an old retirement plan from a previous employer? I make it simpl...

The Ugly Truth About 401k and IRA: They were made for the benefit of Wall Street financial advisors through annual fees,...

Need help getting life insurance but not sure where to start? 👇🏼I can get you started. 📲 Message me.

“When should you get life insurance?” Explained.

Term vs. Permanent Life Insurance💰 Need help getting life insurance but not sure where to start? I would love to help. M...

The man was STUTTERING‼️Many investment and wealth management companies are not upfront about the fees that go behind th...

Mistakes are valuable lessons that teach us how to do things correctly‼️

Contact the business

Click here to send a message to the business

Website

facebook.com

Address

1139 Willow Village Square
San Jose, CA
95125

Other Financial Planning in San Jose (show all)

Heckman Financial & Insurance Services Inc.
333 W Santa Clara Street , Ste 604
San Jose, 95113

We at Heckman Financial & Insurance Services & our team of “Wealth Creators” aim to grow, protect, and preserve our clients’ assets.

Aucoin Wealth Management
9026 Jefferson Highway, Suite 401
San Jose

Let us be your choice for comprehensive wealth management solutions.

Aval Financial Strategies & Insurance Solutions, Inc.
550 S. Wi******er Boulevard Ste 405
San Jose, 95128

Aval Financial Strategies & Insurance Solutions, Inc. provides quality financial strategies, and offers financial products and services and insurance to businesses and individuals.

Gregory Williams, CFP Financial Planner MassMutual Northern CA.
2150 N. 1st Street Suite 500
San Jose, 95131

I offer guidance to help my clients reach their financial goals.

Clarity Financial Management
2021 The Alameda Suite 225
San Jose, 95126

At CFM the emphasis is and always will be the client. Navigating the complexity of financial planning to a more straightforward path while empowering and educating the client along...