The Stream Protection Plan

MYTH vs. FACT: Life Insurance Edition ?MYTH:?Life insurance is just an expense—you only benefit when you pass away. ?FACT:?The?Stream Protection Plan?is a?living financial tool?that works for you?NOW?and in the future! ??Tax-free retirement income ??Cash value accumulation?you can access for life’s milestones ??Protection for your loved ones—while you’re alive It’s time to stop thinking of life insurance as just an expense and start seeing it as a?powerful asset. Want to learn how?Stream?can fit into your financial plan??DM us today! #WealthBuilding #FinancialPlanning #StreamProtectionPlan

Golden Handcuffs = A Pot of Gold ???? A mid-sized business used a Split Dollar Loan Regime with The Stream Protection Plan to: ? Retain top talent with a tax-efficient incentive ? Provide executives 4x leverage on contributions ? Secure long-term financial success for both company & executive After 15 years, this executive didn’t just retire—they won big. Read the full case study below to see how this strategy created a win-win financial outcome. ?? #ExecutiveCompensation #GoldenHandcuffs #WealthBuilding #RetentionStrategy #StreamProtectionPlan

How can $50,000 turn into $17 million??It’s all about leverage and smart planning. With?The Stream Plan, parents contribute?$10,000 a year for just five years—and the bank funds the rest. That money grows?tax-free, without market risk, and provides up to?$160K for college?at age 18. But here’s where it gets interesting… The policy keeps growing. By retirement, that child could be withdrawing?nearly $600K per year—tax-free. That’s a?50K investment → 17M in lifetime income. And unlike a 529, the funds aren’t locked into education—they can be used for real estate, a business, or whatever future they choose. ?Want to see how this works for your family??DM us to learn more! #WealthBuilding #SmartMoneyMoves #FinancialFreedom

What if your insurance policy could do more than just protect your loved ones? Cash value life insurance turns your premiums into a powerful financial tool—giving you a tax-free death benefit for your family and a growing cash reserve for you. Plus, with protection against market downturns, your money keeps working for you. ? Steady, risk-free growth ? Access funds when you need them ? Take control of your financial future Ready to secure prosperity and peace of mind? Let’s talk! #WealthProtection #FinancialFreedom #LifeInsurance #RetirementPlanning

Less than 2 months away from the 2025 Exit Planning Summit! For the 2nd year in a row, the Stream Team will be attending AND presenting at the premier exit planning event of the year—May 4-6 in Florida. If you’re a business owner, advisor, or expert in the space, this is the place to be. Let’s connect, share insights, and take exit planning to the next level! See you in Florida! ?? #ExitPlanningSummit #StreamTeam #BusinessOwners #FinancialFreedom #ExitPlanning Exit Planning Institute

What if my policy doesn’t perform as expected? It’s a?fair question—the market is unpredictable, and relying on projections alone isn’t enough. The?Stream Protection Plan?is designed with?real-world scenarios?in mind: ? 20-Year Backtesting:?We use historical data to create?more realistic performance expectations. ? Diversification:?Your policy isn’t tied to a single index;?multiple index options?increase stability. ? Annual Reviews:?We keep an eye on your policy, making adjustments as needed to?stay on track. #FinancialPlanning #StreamProtectionPlan #InvestmentRisks #TransparencyMatters

Retirement planning has changed. Traditional plans come with limits, taxes, and market risks—but what if there was a better way? With Stream, you can leverage smart funding strategies to build tax-free income, protect your wealth, and secure your future—without the usual hurdles. We’re not just helping clients plan for retirement—we’re redefining how they get there. ?? Ready to take control of your financial future? DM us to learn more. #RetirementRedefined #WealthStrategy #SmartInvesting

Want to retire early, start a business, or just have financial flexibility? Traditional retirement plans lock up your money until 59?—unless you want to pay penalties and taxes. With Stream, there are no age restrictions and no penalties. Your money is always tax-free, accessible, and working for you—not the other way around. ?? Don't let your retirement plan control your future. Take charge with Stream. #RetireEarly #FinancialFreedom #StreamPlan #NoMore401kLimits

?? Did you know? The wealthy don’t just save—they leverage. Most people rely on their own income to fund retirement, but Stream flips the script with smart leverage. Instead of using all your own money, Stream helps multiply your contributions with bank funding—up to 5.5x more working for you. This isn’t just about retirement. It’s about funding life’s biggest goals—from protecting your family to celebrating milestones. Want to see how leverage can work for you? DM us to learn more. #WealthBuilding #SmartMoneyMoves #StreamProtectionPlan

What if the bank funding my policy fails? The good news is that the Stream Protection Plan is designed to handle even the unexpected. Here’s how: ? Multiple Banking Relationships: Stream works with several banks, not just one. If one bank can’t continue, we pivot seamlessly. ? Agility & Preparation: We constantly monitor banking relationships and adjust as needed to ensure your policy is protected. When it comes to long-term financial planning, we believe in reducing risks and providing transparency—because your peace of mind matters. Have more questions about how this works? DM us or visit or website to learn more. #FinancialPlanning #StreamProtectionPlan #BankingStability #ProtectYourPolicy