Generating a tax-free
retirement income...
Using a proprietary hybrid premium financed life insurance platform
A Smarter Way To Retire
The Rothish platform is a proprietary wealth accumulation and retirement strategy - developed by Lionsmark Capital - that provides:
Tax-Free Growth/Gains
Tax-Free Retirement Income
3x-4x Bank Leverage
0% Protective Floor
No Outside Collateral Requirements
GET AN INSTANT ESTIMATE
ROTHISH 5 vs. ROTHISH 10
Set an annual contribution for either 5 years or 10 years (Rothish 5 or Rothish 10)
Minimum annual client contribution is $50K
Client contribution can be customized (e.g., $60K, $65K, $70K, etc).
To see a quick hypothetical outcome click one of the buttons below:
ROTHISH 5
Client Contributes for 5 Years
ROTHISH 10
Client Contributes for 10 Years
Watch the full 12-minute Rothish Webinar
Rothish is a proprietary retirement strategy that combines tax-free growth, tax-free retirement income, and bank financing using an Indexed Universal Life (IUL) insurance policy.
ROTHISH 5:
With Rothish 5, the client contributes non-financed premium for the first 5 years. Seeding the policy with five years of non-financed premium allows the net cash surrender value to grow unencumbered by any debt. This results in very little outside collateral requirement (sometimes zero), as the policy value could possibly serve as the sole collateral due to the strong LTV. In years 6-10, the bank contributes 4X the annual premium (that the client paid in years 1-5). Interest is accrued, and the policy value is used to payoff the bank in year 11. Tax-free income drawdowns can start as early as year 12.
ROTHISH 10:
With Rothish 10, the client contributes non-financed premium in years 1-10. In the first two years, the sole premium funded into the policy is the non-financed client-funded premium. However in years 3-10, the bank contributes 3X the annual premium (that the client is paying in years 1-10). Interest is accrued, and the policy value is used to payoff the bank in year 11. Tax-free income drawdowns can start as early as year 12.