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FOR CDL HOLDERS

Tax-free retirement income for truckers

Build wealth and protect your family without leaving the road.

No medical exam required
Rates locked in for life
Built for OTR & owner-operators
Free, no-obligation quote
Takes about 60 seconds. Free quote, no obligation.
THE HARD TRUTH

Most truckers retire with no plan in place.

No employer 401k match.
Most owner-operators and 1099 drivers don't get one.
Heavy tax burden.
Self-employed drivers carry one of the highest tax loads of any profession.
No safety net.
If something happens to you on the road, your family inherits the income gap.

Sound familiar? You're not alone, and there's a better way built specifically for you.

THE SOLUTION

What is an IUL?

Indexed Universal Life. A life insurance policy with a tax-free retirement savings account built in.

1
Your money grows with the market
Cash value tracks the S&P 500. When it goes up, you gain.
2
You can't lose money
A 0% floor protects you. When the market drops, your balance stays put.
3
Withdraw tax-free in retirement
Access your cash anytime. No IRS penalty. No age 59½ rule.
IUL vs THE ALTERNATIVES

How it stacks up

IUL 401k IRA Term
Tax-free withdrawals
Market upside
Can't lose money
Death benefit
Access anytime
WHY TRUCKERS SPECIFICALLY

Built for life on the road

No employer needed
Built for OTR, regional, and 1099 owner-ops.
Tax shelter
Massive advantage for self-employed drivers.
Family-first
Death benefit protects the people depending on you.
Set & forget
Funded automatically while you keep driving.
HOW IT WORKS

Three steps. Sixty seconds.

1
Answer 6 quick questions
Driver type, age, state, and what matters most.
2
Get matched with a licensed agent
Real person, licensed in your state. No call centers.
3
See your custom plan
No medical exam. No obligation. Yours to keep or pass on.
QUESTIONS DRIVERS ASK

Common questions

Will my rate go up over time?
No. Your rate is locked in for the life of the policy.
Do I need a medical exam?
Most CDL holders qualify for no-exam policies.
What if I stop driving?
Your policy stays with you. It's yours, not your employer's.
Is this different from regular life insurance?
Yes. IUL builds tax-free cash value you can spend in retirement.

Ready to see what you qualify for?

60 seconds. No medical exam. Your data stays private.

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Built for CDL holders nationwide
CDL Holder Plans
No Medical Exam
Locked-In Rates
Simple Application

Tailoring your plan

What kind of driver are you?

Built for CDL holders nationwide
CDL Holder Plans
No Medical Exam
Locked-In Rates
Simple Application

What's your home state?

Where you're licensed determines which carriers and rates you qualify for.

Built for CDL holders nationwide
CDL Holder Plans
No Medical Exam
Locked-In Rates
Simple Application

What's your age?

Your age helps us match you with the right plan and rate.

Built for CDL holders nationwide
CDL Holder Plans
No Medical Exam
Locked-In Rates
Simple Application

What matters most to you financially right now?

Pick the goal that fits your life. Your agent will tailor the plan around it.

Built for CDL holders nationwide
CDL Holder Plans
No Medical Exam
Locked-In Rates
Simple Application
LAST STEP

Where should we send your quote?

A licensed agent will reach out within minutes to walk you through your options. No obligation, no pressure.

This is a solicitation for insurance.
Please enter your first name
Please enter your last name
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You're all set

A licensed agent will reach out within minutes to walk you through your options.

WHAT HAPPENS NEXT
1
Expect a call within minutes
A licensed agent will call from the number assigned to your area.
2
Quick 5-10 minute call
Verify your details, walk through your options, answer your questions.
3
See your custom plan
No medical exam. No obligation. Yours to keep or pass on.

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