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On this episode, I interview Michael Cirelli of SAI Financial Services. Michael is a millennial financial advisor, who advices his clients to invest long term in Indexed Universal Life policies. Michael received his Bachelor’s degree in Economics from Illinois State University. Michael was apart of a team of young traders in college who bought and sold equities for profit.
This experience taught Michael the value of risk management and how to mitigate potential risks through diversification and hedging strategies. He has been actively publishing finance-related articles for a few months now allowing his clients to become better educated on topics such as; retirement, insurance, taxes, and much more.
Michael helps clients achieve their financial goals through diligent research to seek out the best investment options thus allowing them to retire comfortably and worry free.
Michael says Indexed Universal Life policies are absolutely the way to go for someone who has a long term outlook for their money. The best part of all Michael says, the money is TAX FREE when you begin to take withdrawals from your policy. There are also cap rates on how much you can make on the upside, typically 11-14% but in exchange for no risk it’s a very fair trade off.
On this episode, we’ll be discussing why indexed universal life policies are a great long term investment vehicle for your money. You can find out more about Michael and SAI Financial Services by visiting http://www.saifinancial.com.
