Your health and Wealth Protected and Growing—Tax-Free!
Achieve your financial future by protecting what matters most, your health, your wealth and build a legacy with market-protected strategies, tax-free growth, and customized financial planning that puts your needs first.
No obligations. Just clear, actionable steps on how an IUL can be a financial game changer
Trust and Credibility
Your Trusted Partner in Safe, Tax-Free Financial protection and Growth
Over 40 Carriers, More than one option, $41B total assets, A+ superior, #1 ranked
client testmonial
Is Your Hard-Earned Money protected?
Traditional retirement plans leave you vulnerable to market downturns and heavy taxation. Retain your money for when you need it most.
Would a major illness or injury leave a big dent in your finances? study shows medical bills are the top reason for bankruptcy in the United states?
Advantages of an IUL
We offer a unique blend of tax-free growth strategies and market protection, designed to keep your money safe while maximizing returns through the power of compounding interest. IUL is a multifaceted product that will protect what matters the most to you all in one. Your wealth, your health, and your income while building a legacy
Tax-Free Growth
Grow your wealth without worrying about taxes.
Market Protection
Never lose money when the market dips.
Infinite Banking
Access your funds anytime without penalties.
No restriction
You access your cash value any time with no questions asked, no penalties
Flexible Consultations
Meet with us virtually or in person—whatever suits your lifestyle."
Why Choose Safeguard Me Plus?
Tax-Free Growth Strategies
Keep more of your wealth. Our Indexed Universal Life (IUL) policies and Fixed Index Annuities grow your money tax-free, giving you maximum returns
Market-Protected Investments
Say goodbye to stress. Even in market downturns, your principal is 100% protected.
Infinite Banking Concept
Be your own bank. Access your money whenever you need it to fund your projects, incase of an emergency, or buy assets while the total value continues to earn compound interest.
Customized Financial Planning
Get a personalized strategy based on your financial goals and lifestyle.
About Safe Guard Me Plus
Safeguard Me Plus is dedicated to empowering individuals and families by safeguarding their health and wealth through innovative financial strategies.
Specializing in Indexed Universal Life (IUL) policies and Fixed Index Annuities, we offer tax-free growth and market-protected investments to ensure your financial security.
Our services include the Infinite Banking Concept, allowing you to access your funds without penalties, and customized financial planning tailored to your unique goals and lifestyle.
With partnerships with over 40 reputable carriers, including National Life Group, Mutual of Omaha, and Athene we provide a diverse range of options to meet your needs.
At Safeguard Me Plus, we are committed to helping you build a legacy with market-protected strategies, tax-free growth, and personalized financial planning that prioritizes your future.
Meet Meg
At Safeguard Me Plus, our commitment to excellence is exemplified by our licensed agent, Margaret Heho who holds certifications that underscore their dedication to providing top-tier financial services.
Margaret is a licensed professional.
This certification ensures that she possesses the necessary expertise to guide clients in safeguarding their health and wealth through innovative financial strategies
By maintaining the highest standards of professionalism and trust, Margaret reinforces Safeguard Me Plus’s reputation as a dependable partner in financial planning, helping clients build secure, lasting legacies.
Start Your Journey to Financial Security Now
Fill out the form below to receive your free, no-obligation personalized financial plan. Your future self will thank you!
Join Thousands of Satisfied Clients
Trust Metrics
Got Questions? We’ve Got Answers.
How does tax-free growth work?
We leverage proven financial products like IULs and FIAs to which are legaly protected from taxation per IRS code 72 (e) and 7702.
Is there an age restriction?
No, infact the younger the better because this allows to maximize the power of compounding interest.
Can anyone get an IUL?
No, one MUST qualify. However the only way to tell is by submitting an application.
Ready to Safeguard What Matters Most?"
The only way to know if you can qualify for this multifaceted product is by talking to our advisor.