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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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