We offer our clients investing advantages that we believe are impossible to beat. How do we do it? By combining the protection features of insurance policies, with the investment potential of equities. Here is a short list of the benefits you will enjoy when you invest with Wealth Apex®…


Never Lose Money Due To Market Losses

In the 2008 market crash, many investors were wiped out. The market has been rebounding since then, but it cannot go up forever. With Wealth Apex®, you will never be stuck in a bad place because of the stock market.

Tax-Free Withdrawals
Any money you withdraw is tax free. You aren’t even required to report it to the IRS.
Lower Fees
If you have a 401(k) or IRA, you are probably paying fees that you are unaware of.

The public policy organization Demos Analysis found that even “low fee” mutual funds eat a considerable portion of your gains: over a lifetime, fees can cost a median-income two-earner family nearly $155,000 and consume nearly one-third of their investment returns.”

No Contribution Limitations
Subject to some limitations, you can generally contribute as little, or as much as you want. into your investment plan.
No Distribution Penalties
You are free to take out your money any time, in whatever amount you want, with no tax penalties.
Lifetime Cash Flow
We structure our investment plans to provide cash flow for life and leave a significant inheritance to your heirs.
Creditor Proof
In most States, your investments are protected from creditors. In fact, creditors are not even allowed to inquire as to whether or not you have investments of this type. That means if you get sued, your money is safe. If you live in a state where there is exposure to creditors, we have other means of sheltering your money from creditors.
It's Almost Like Owning Your Own Bank
You can borrow money at extremely low interest rates against the value of your account, and keep earning at the same time. That means if you want to purchase a home, pay for college, or expand your business, you can do it without disturbing your asset growth.
Leverage Your Investments
If you’re a seasoned investor, you can borrow funds using your account as collateral, and invest them in the assets of your choice… real estate, stocks, bonds, precious metals, derivative contracts, or even your own business. If your investments do well you can make incredible returns. This option is only recommended to experienced and confident investors.