Look into a crystal ball of your financial future

The Knowles Systems, Inc. 21-day three part comprehensive sessions take you on a journey from investigation to planning to solutions.  Each live webinar session takes 60-90 minutes and result in an aerial view of where you are today and an outlook of your future outlined in numbers. (Less complex strategies may be condensed into two sessions.)

If you are already doing a great job with your financial future—that’s great—our system’s validation will offer peace of mind and confirmation that you are on the right track. However, our discovery process might reveal hidden risks.  If so, we’ll identify them, educate you about the issues involved, strategize with you on a plan to move forward, and create a clearly laid out, logical step by step solution that you can follow.

  • Maximize lifetime tax-free retirement income
  • Create non-attachable asset class
  • Build a tax-free legacy plan
  • Increase the velocity of your dollars through strategically repositioning assets
  • Guarantee your principal for life
  • Never outlive your money

Investigative Interview

SESSION ONE

We investigate with you and your spouse/partner the answers to the questions you have given us on the Knowledge of U™ questionnaire. This interview is built to get to know you and find out who you are and what you want. Even if you don’t know what you want, as trained consultants, we know what questions to ask to stimulate your thinking.

Q&A and Plan Design

SESSION TWO

The most compelling question to ask yourself is:

“What do I want?”

Our strategy team designs 2 – 3 solutions for you to pick from for the shaping of your future.

Strategy Solutions

SESSION THREE

YOU have a strategist who is expert in the design process for you and your family. Let’s say, for example, you want $100k in retirement income for the rest of your life. We take a look to see if what you’re doing today will achieve that number. If what you are doing falls short of that number, we can show you a way to accelerate your cash today for tomorrows wants. We can also show you how to build an income stream that is tax-free for the rest of your life.

Tax Free Strategies

Indexed universal life insurance is a type of permanent life insurance that offers the same features as traditional universal life but with an opportunity to earn interest linked to the performance of an indexed account (such as the S&P 500® †), while protecting the policy’s cash value from market risk. Generally, indexed universal life policies have more cash value accumulation potential than other universal life products.

Indexed Universal LIfe Insurance