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a new way to think about RETIREMENT

Address:

10808 S. River Front Parkway #3114 

South Jordan, UT 84095

Phone:

214-277-1890

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Retirement Of Your Dreams is a marketing brand of Jason Bergquist Financial, LLC.

Privacy Policy | Terms & Conditions

Disclosure: The information provided on this website is for educational and informational purposes only and should not be construed as legal, tax, accounting, investment, or financial advice. Nothing on this website constitutes a recommendation to purchase, sell, or implement any financial, insurance, investment, or tax strategy.

Insurance products are offered through properly licensed insurance professionals. Product guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.

Indexed Universal Life (IUL), Infinite Banking, premium financing, tax-advantaged retirement strategies, and other concepts discussed on this website involve assumptions, risks, costs, limitations, and qualifications. Policy loans and withdrawals may reduce available cash values and death benefits and may result in policy lapse if not properly managed. Premium financing strategies involve additional risks, including interest rate risk, collateral requirements, lender qualification, and changes in policy performance.

Any examples, illustrations, case studies, hypothetical scenarios, or client success stories are provided solely for educational purposes and should not be interpreted as guarantees of future performance or results. Individual outcomes will vary.

To the extent any information presented relates to tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties under federal, state, or local law. Individuals should consult their own qualified tax advisor, attorney, CPA, and financial professionals before implementing any strategy discussed herein.

Information obtained from third-party sources is believed to be reliable but is not guaranteed as to accuracy or completeness.

© 2016 Jason Bergquist Financial, LLC. All Rights Reserved.