What Is An Index Account?

Affordable 401(k) Alternatives!

Business Owner Retirement Solutions!

Tax Free Strategies Growth Without Market Losses • Lifetime Income

Tax Free Strategies Growth Without Market Losses • Lifetime Income

Tax Free Retirement Accounts, Index Accounts and Affordable 401(k) Alternative Options Are Here!


Tax Free Retirement Accounts and Index Accounts can be used Personally, for College Education Planning, Key Employee Bonus Programs, Business Exit Implementation and Company Wide Retirement Funding Solutions.


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The Facts

78% of Americans are living paycheck to Paycheck

Average retirement accounts will run dry in 7-10 years

#1 fear for those in retirement: Running Out Of Money

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& 401(k) Alternatives?

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  • A 1.33% Actual Market Return?

    A Dalbar Study stated that the average investor over 30 years only received a 3.98% return in their accounts, while Inflation increased by 2.65%. Learn about 401(k) Alternatives, now.

  • Increased Longevity During Retirement

    A male that reaches the age of 65 will have a 50% chance of living to age 95, while a female who reaches the age of 65 has a 75% chance of living to 95.

  • Retirement Savings Epidemic

    The average person starts saving for retirement at 53 with plans to retire at 65. These numbers don't add up with a high probability of living another 30 years in retirement.

  • Extreme Volatility In The Marketplace

    2001 and 2008 were detrimental years in the market and for people's retirement accounts. Experts say there's another correction coming, it's not IF, but WHEN.

  • All Time Low Retirement Savings

    According to Bankrate, 61% of Americans have no idea how much money they'll need to retire and 1 in 3 Americans have less than $5,000 saved for retirement. 

  • Life without Financial Education

    The vast majority of Americans received Zero financial education in School, from their Parents or community and yet are responsible for making their retirement funds last forever.

Example Index Pension Program Essentials Video Series Topics

What you need to know about 401(k) Alternatives and Financial Education

Is a 401(k) worth it?

A 40-year look back supports 401(k) Alternatives

My 401(k) is losing money even though the market is going up​

Start a 401(k) Alternative Retirement Program Now, even if it's not in the budget.​

Get Your 10 Part 401(k) Alternatives Video Series Now

Schedule a Consultation to Implement Your

Index Account or 401(k) Alternatives, Today!

Find a time to get your questions answered to confidently implement Your Personal Index Account or Privately Owned, Employer-Funded Index Pension Program in place.


If you have A LOT OF QUESTIONS about Index Account or 401(k) Alternatives, please dive into this Index Pension Program Essentials Video Series, It's well worth your time.


We appreciate the opportunity to chat and look forward to connecting you with the perfect Index Account or Affordable 401(k) Alternatives you've been looking for!