Faith • Finances • Future

Where Wisdom Meets Wealth
Plan with purpose, live with peace

I help small business owners protect what they’ve built and design tax-advantaged retirement strategies using Indexed Universal Life (IUL).

Schedule Free Strategy Session Learn More Download Guide (PDF)

The 3P Method™

✔Protection: Your principal is shielded from market losses.
✔Planning: Structured access and flexibility for business owners.
✔Prosperity: Potential tax-free retirement income and legacy.

Bilingual support available

About Úrsula

Úrsula Alexandra Delgado is a Finance Strategist & Life Insurance Mentor helping families and entrepreneurs design retirement strategies with purpose. With more than two decades mentoring leaders and business owners, she blends behavioral psychology, faith-aligned values, and practical finance so clients can build wisely and live peacefully.

Faith, Finances, and Future — in Balance.

Credentials & Focus

✔ Indexed Universal Life (IUL) strategies
✔ Retirement planning for small-business owners
✔ Liquidity & legacy design
✔ Bilingual education (EN/ES)

Learn More — Indexed Life Simplified

Why Entrepreneurs Choose IUL

✔ Builds tax-free retirement income
✔ Protects principal from market downturns
✔ Access to cash via loans/withdrawals
✔ Legacy that passes directly to family

Quick Comparison

Feature	401(k)/IRA	IUL
Market Protection	❌ Exposed	✅ Protected principal
Tax-Free Access	❌ No	✅ Yes
Liquidity	❌ Restricted	✅ Anytime
Legacy Benefit	❌ Taxable	✅ Tax-free
Flexibility	❌ Low	✅ High

Contact

Schedule your free Protection Strategy Session. I’ll help you evaluate whether IUL fits your goals as a business owner.

Direct link: https://agents.ethoslife.com/invite/1d7c6

Available via WhatsApp & Zoom

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Educational content. Not tax or legal advice. Product availability and features vary by state and carrier.

Where Wisdom Meets Wealth Plan with purpose, live with peace