Life insurance has changed. Do you have a policy that only pays death benefits or one that accelerates death benefits when you get sick? Schedule a free consultation today to update your life insurance policy.
I Help Clients To:
Have money in case of serious accident or illness.
Grow their money without risk or loss.
Have tax free and guaranteed income for retirement.
Create wealth for children and grandchildren.
Protect their money from taxes, lenders and bankruptcy.
Protect their business from sickness and death.
Protect their homes from sickness and death.
TAX FREE RETIREMENT
It is better to start saving for retirement early, but it's not too late to start today. Your retirment plan should consist of at least one vehicle that is guaranteed from the risks of the stock market.
COLLEGE SAVINGS PLANS
Instead of spending hundreds on toys that your children and grandchildren will only play with for a short time, why not start saving for college? And if your child gets a scholarship, you can use the money for anything else, unlike a 529 plan or prepaid college plan. If assets in a 529 or prepaid plan are used for something other than qualified education expenses, you'll have to pay both federal income taxes and a 10 percent penalty on the earnings.
PROTECT YOUR MONEY FROM TAXES
The rich get richer by figuring out how to pay less in taxes. I can show you a tax free way to save money. Schedule a free consultation today.
PROTECT YOUR HOME
A Mortgage Protection Plan is the smartest, most efficient way to safeguard your most important assets. Mortgage Protection plans provide the protection of both a death benefit and Living Benefits, meaning that no matter what life throws your way, you'll be able to access much-needed funds.