Life Insurance & Financial Wellness

We Help You.. Protect Yourself, Your Family & Your Love ones

  • Rollovers 401(k), 403(b), 457, Profit Sharing, SEP, etc.
  • Annuities
  • Life Insurance: Index, Whole Life, Terms
  • Long Term Care
  • Retirement Planning, Financial Planning, & Estate Planning
  • Build A Financial Foundation
  • Social securities Maximization
  • Final Expense for Funeral Planning & Concierge Service
  • Long Term Care
  • Retirement Planning / Financial Planning
  • Funding for Business through Retirements Accounts
  • Wealth Preservation
  • Debt Management
  • Build Protection for yourself & Family
  • Tax Advantages
  • 529 Plans for College Saving
  • Workplace, Business, Company Benefits

Health & Wealth

  • What is your bigger concern when you look over the next 10 years?
  • Your Family, Your Health, Your Finance
  • Which do you want to have in your financial future?
  • Health, Happiness, Security, Independence, Financial Peace of Mind

Why you need life insurance

  • Do you have children?
    If you were not around, your loved ones have resources that can cover their expenses.
  • Are you married?
        If something was happen to you yesterday, your loved ones be able to continue with their standard of living.
  • Are you in debt?
       If you are not around, your loved ones have the resources to pay your debt.
  • Do you own a home?
       Your loved ones be able to continue to live in the same house, live in the neighborhood, and your children will go to the same school.
  • Do you own a business?
       Key employee coverage is a great option business. Life insurance benefits provide needed funds to help in the transition after unexpected death of a key employee.
  • Are you planning to pass your assets to your family?
       Life insurance benefits can be used for paying off your estate taxes.
  • Have you done supplementing your retirement?
       Cash value of the life insurance is an additional fund for your retirement.
  • Is there enough in savings?
       Cash value of the life insurance is an emergency fund to cover life’s unexpected events

Uses of Life Insurance

  • Build college funds for children
  • Pay final expenses (funeral cost and more)
  • Key persons coverage for business
  • Pay off your mortgage and debts
  • Salary replacement
  • Pay estate taxes
  • Supplement retirement income
  • Access to cash value as needed
  • Funding buy-sell agreement for business
  • Executive bonus plan for business

Life Insurance Benefits

  • No Tax on Cash Value Loan Withdraw
  • Permanent Coverage & Flexible Premiums
  • Federal Income Tax-Fee on Death Benefit
  • Living Benefits Included
  • Tax Advantages
  • Terminal Illness, Chronic illness, Critical Illness
  • Income Protection
  • Guaranteed No Lost Premium
  • Guaranteed Minimum Interest Rate
  • Credibility Protected
  • Cost-effective alternative to permanent coverage
  • Provided Protections
  • Potential Growth
  • Disability Waiver of Premium

Funeral Planning and Concierge Service

  • Expert Advisor 24/7 • Money In As Little As Two Days • Peace Of Mind
  • Availability Up to Ages 85
  • Coverage: $5,000 – $50,000
  • No Medical Exam, Just Point-of-Sale Medical Telephone Interview
  • 48-Hour Payout
  • Tax-Free Proceeds
  • At-need Family Support / Family Assistance
  • 24/7 Advisor Planing Assistance
  • Peace Of Mind

Contact us now!

Contact Insurance Information

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