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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, Lifetime Income Planning
↠Generational Wealth:
Estate/ Trust Funding & Financial Strategies
↠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:
↠Disability Income Planning
↠Critical Illness Planning
↠Dental & Vision Coverage
↠Cancer, Heart Attack & Stroke Protection
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