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Concrete

SERVICES

SERVICES PROVIDED FOR PERSONAL & BUSINESS FINANCIAL SECURITY

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↠ 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

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↠ 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

Fully Insured 412(e)(3) Plans

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↠ Disability Income Planning

↠ Critical Illness Planning

↠ Dental & Vision Coverage

↠ Cancer, Heart Attack & Stroke Protection

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