Company Information

Get to know SMART Tax Free Retirement

SMART Tax Free Retirement is a financial strategy and brand operated by the company Live Abundant, founded by financial strategist Doug Andrew. The company's mission is to educate individuals on achieving a "tax-free" retirement, contrasting with traditional tax-deferred accounts like 401(k)s or IRAs. The core of their strategy, an acronym for Secure, Measurable, Attainable, Realistic, and Tax-Free (S.M.A.R.T.), heavily promotes the use of Indexed Universal Life (IUL) insurance policies as the primary vehicle for wealth accumulation and tax-free distribution in retirement. The business provides educational materials, seminars, and connects prospective clients with licensed professionals who can implement the strategy by selling these insurance products.

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Financial InsurancePRIMARY
Financial Other Service

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SMART Tax Free Retirement

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.