A 15-minute webinar on how to eliminate downside risk for those with $500k to $2.5m invested in the market
You'll learn the strategy that had 0% market loss since 2000 crashes
Below are examples of real individuals who've leveraged this strategy
Moved $1m to a UL policy
Before: Portfolio -15% in 2025 slide.
After: Policy value flat (0% floor).
Now projected $55k/yr tax‑free
“We stopped watching CNBC—our income is bullet‑proof now.”
Moved a $600k UL policy
Before: $600k sitting in S&P ETF.
After: Same $600k in IUL with 0% floor, 10% cap.
$28k/yr tax‑free planned income
“It’s like my money wears a seat‑belt—I cruise, it protects me.”
Feature title
Feature title
Feature title
Breaking down the steps to risk free returns
Step 1 - 15‑Minute Discovery Call
Tell us your income goal, age, and risk worries. No paperwork yet.
“Think of this as the flight‑plan chat before a trip. We pick the safest route and destination before we board.”
Step 2 - Quick Medical & Financial Snapshot
Nurse visit at home + two short forms. Done in 7‑10 days.
“It’s a credit‑score and heart‑rate check rolled into one—fast, painless, and keeps your policy cost low.”
Step 3 - Policy Setup & Funding
You choose how much to shelter; we lock in a 0 % floor and up‑to‑10 % cap. Policy activates on day‑one.
“Imagine installing an airbag in your retirement account: it never deploys until a crash, but costs nothing while you’re cruising.”
Step 4 Annual Safety Tune‑Up.
We meet once a year to adjust index choices, check caps, and update beneficiaries.
“Like a yearly car inspection—you still drive, we just keep the engine purring and the warranty valid.”
Add Details About Us
Add details about us
My Financial Plan is owned and operated by Hariri Financial Services Corporation.