SERVICES
SERVICES PROVIDED FOR PERSONAL & BUSINESS FINANCIAL SECURITY

PERSONAL PLANNING – LIFE INSURANCE & FIXED ANNUITIES CAN BE USED FOR:
↠ Life Capitalized System©: Savings & Privatized Banking Strategies based on The Infinite Banking Concept ©
↠ Retirement Planning – Traditional IRA or Roth IRA
↠ Estate Conservation Planning
↠ Family Protection
↠ Funding College Education
↠ Mortgage Protection
↠ Charitable Giving

BUSINESS PLANNING - LIFE INSURANCE & RETIREMENT FUNDING CAN PROVIDE:
↠ Buy-Sell Funding
↠ Key Person Protection
↠ Executive Bonus
↠ Deferred Compensation
↠ Non-Qualified Supplemental Retirement Plan
↠ Mortgage Protection
↠ Solo 401 (k)/ Micro (k) - Self employed plans
↠ SEP & SIMPLE IRA Plans

HEALTH & DISABILITY INSURANCE IS ATTAINABLE FOR:
↠ Long Term Care Planning
↠ Disability Income Planning
↠ Critical Illness Planning
↠ Dental & Vision Coverage
↠ Cancer, Heart Attack & Stroke Protection