Your Financial Security is Our Priority

At our Life Insurance Brokerage, safeguarding your financial future is our utmost concern. We help you navigate the complexities of life insurance, ensuring you have the coverage you need to protect your loved ones.

About Us

At Serenity Wealth Strategies (SWS), we are more than just insurance brokers; we are your partners in financial security. With a legacy of trust and a commitment to excellence, we've been helping individuals and families protect their futures for 10 years.

Our team of experienced advisors understands that life is full of uncertainties, and that's why we're dedicated to providing you with tailored insurance solutions that suit your unique needs.

About Us

At Serenity Wealth Strategies (SWS), we are more than just insurance brokers; we are your partners in financial security. With a legacy of trust and a commitment to excellence, we've been helping individuals and families protect their futures for 10 years.

Our team of experienced advisors understands that life is full of uncertainties, and that's why we're dedicated to providing you with tailored insurance solutions that suit your unique needs.

INDEXED UNIVERSAL LIFE VS 401K

INDEXED UNIVERSAL LIFE VS 401K

Healthy Growth based on the S&P 500- the index over the last 25 years has grown between 8-10%

Liquidity/Access - no need to wait until you're 59 1/2/ You can access the money any point in time.

No risk within a volatile market. You are protected by the floor which is 0%. You lose nothing

Money within the policy is grown on a tax differed basis. The income you can take out is Tax Free. Tax code 7702

BENEFITS

Healthy Growth based on the S&P 500- the index over the last 25 years has grown between 8-10%

Liquidity/Access - no need to wait until you're 59 1/2/ You can access the money any point in time.

No risk within a volatile market. You are protected by the floor which is 0%. You lose nothing

Money within the policy is grown on a tax differed basis. The income you can take out is Tax Free. Tax code 7702

INQUIRE NOW!

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