SERVICES

SERVICES PROVIDED FOR PERSONAL & BUSINESS FINANCIAL SECURITY

↠ Life Capitalized System™

- Savings & Privatized Banking Strategies based on The Infinite Banking Concept ©

↠ Retirement Planning:

Traditional IRA or Roth IRA, Lifetime Income Planning

↠ Generational Wealth:

Estate/ Trust Funding & Financial Strategies

↠ Family Protection

↠ Funding College Education

↠ Mortgage Protection

↠ Charitable Giving

↠ 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

↠ Disability Income Planning

↠ Critical Illness Planning

↠ Dental & Vision Coverage

↠ Cancer, Heart Attack & Stroke Protection