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SERVICES

SERVICES PROVIDED FOR PERSONAL & BUSINESS FINANCIAL SECURITY

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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

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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

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HEALTH & DISABILITY INSURANCE IS ATTAINABLE FOR:

↠ Long Term Care Planning

↠ Disability Income Planning

↠ Critical Illness Planning

↠ Dental & Vision Coverage

↠ Cancer, Heart Attack & Stroke Protection

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