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Financial Report

3 Functions 
3 Plans with

4 Tax Strategies 

RILA terms vary from state to state. BQ advisors will provide support from account opening to ongoing maintenance according to your state of residence and specific needs!

Knowing the 3 unique functions and how to pre-set targets to capture gains and avoid losses will make you exceed the performance of many other investment pros!

RILA 3 Major Functions

Function 1

Multi-Index Investing (not index funds)

(Fee: No/Low. Minimal: $10K to open the account and $50 subsequent contribution)

Function 2

Upside Potentials & Downside Protection

Both upside potentials and downside protection are superior to most other protected insurance/financial products. 

(Please request the Rate Quote according to your residential state!)

Function 3

Performance Lock

You can pre-set performance lock for both upper and lower targets, so you can capture gains and limit losses, even when you are on vacation or asleep!


3 Plans with 4 Tax Strategies

Plan A, B and C, and rollover plans, to carry out 4 tax strategies:

1. Tax deduction

2. Lowering tax brackets
3. Tax-Deferred

4. Tax free

(For details refer to Plan A,B&C in the Home Page under RILA)

Four steps to open a RILA basic wealth management account and easily control index investment:

If you work hard and don’t sow seeds, you will only miss the harvest time and lead to bad harvests; the sooner you open an account and put money to sow, the longer the value-added investing will be, and the sooner you will get financial freedom.

1) Determine your own account opening amount:

The minimum account opening amount for a RILA account is $10,000, no special approval is required for up to $1 million, and the minimum monthly investment is $50.

2) Choose tax saving plan A, B or C (for details, refer to "Three Plans, Four Tax Savings" on the homepage);

3) Select the investment index and preset/lock the index upside target point; According to the downside protection level and upside potential.  

4) Check the index market regularly or irregularly, lock the target (high point and low point) at any time, and prevent the cooked duck from flying away. This RILA platform will make you better!

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Frequently Asked Questions

RILA Client Testimonials

Who can help you (almost for free) to automatically capture index gains, save you the hassle of researching stock picks and buying low and selling high, and more importantly, reduce, limit or even eliminate your tax and market index losses? In this way, you can "lie down and earn" for retirement tax savings! Unhappiness and success are difficult!

Ask again: who can?

The answer is: RILA (Investment Index-Linked Annuity) can!


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Schedule a 15-minute 1-1 online demo today and test-drive the entire program by yourself


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