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Ann Arbor, Michigan · Washtenaw County

Ann Arbor optimizes everything. Except, usually, this.

Ann Arbor households are full of people who research everything — faculty and staff with 403(b)s and 457(b)s dutifully maxed, medical professionals with hospital retirement plans, tech employees with equity. The blind spot is remarkably consistent: everything is tax-deferred, everything is market-exposed, and nothing pays a dime unless someone dies or turns 59½.

CentraLife advisors work with Washtenaw County families on the layer the university plan can’t touch: max-funded cash-value designs with no contribution ceiling, tax-advantaged access at any age, and a 0% floor — the diversification that isn’t another fund, it’s a different tax structure entirely.

Asked in Ann Arbor

Local questions, straight answers.

Both are excellent and both share the same DNA: tax-deferred, contribution-capped, taxed as ordinary income on the way out, RMDs at 73. An IUL adds the opposite profile — no IRS contribution cap, tax-advantaged lifetime access under IRC §72(e), no RMDs — so your retirement withdrawals can be sequenced across tax treatments instead of stacked into one.

Talk to an advisor who works where you live.

  • Free 30-minute assessment — in person or by phone
  • Review of existing policies, 401(k)s, and pensions included
  • Headquartered at 290 Town Center Dr, Dearborn, MI 48126
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