If you have a 401K, 403b, 457, Traditional IRA or any qualified retirement plan, where you are taking pre tax dollars and putting that money in the plan, they are all taxable. Taxable to you, your spouse, your children and or your heirs. Take advantage of the IRS tax codes and put some of your money in plans that when you take a distribution, it’s TAX FREE! Questions? Comment below for more information.
If you have assets in your name and you pass away, don’t have your estate be probated. A will is not enough, and does not cover anything while you are still alive. Have a Living Trust control your estate while your alive or dead, and have your wishes carried out on a timely matter, without the court system and attorneys taking a bite out of it. An estate can be settled in weeks, not months or years, if a proper Living Trust is drafted properly and funded. Privacy is maintained and you get peace of mind knowing it’s done right. Questions? Comment below for more information.
If you get sick ask yourself this question…Would I rather spend down my money for my health expenses that my insurance plan does not cover, or would I rather spend somebody else’s money to take care of expenses that come up that I did not expect. Whether it is Chronic, Critical or Terminal Illness, you can receive an accelerated benefit to cover issues you might have with the proper life insurance plan, and you don’t have to die first, to collect. Questions? Comment below for more information.
If your intention is to be in the stock market to get growth but don’t want to lose money, then this video might get your attention. This program protects your principal, locks in your gains every anniversary, and you never lose any of your money if we have a downside market. Remember 2008? Questions? Comment below for more information.
Guarantee a paycheck for as long as you live
Safely get more income out of your bank CDs
Protect your retirement from low interest and high inflation
Get the maximum pay out for Social Security
Prevent your 401(k) or IRA from wasting your money
Never run out of money for as long as you live
RETAIN YOUR GAINS
This video shares the concept of how a Fixed Index Annuity works. For more information please contact the phone number at the end of this video.
PAYCHECK FOR LIFE
This video is about income, income that you can not outlive. Income today is crucial in everyone’s life. Income creates lifestyle, and nobody wants to go backwards.Think of it this way, with all of the investment plans that are out there today, how many of those plans can really guarantee you that…
A lot of late baby boomers are having to make decisions on their retirement and are facing a cliff. With social security benefits at the door step or around the corner, along with other investments and retirement plans, planning properly will be crucial. Having a properly structure plan to cross the retirement cliff can be everything to the baby boomer.
Fox News did this interview of a couple who are retiring, the challenges they face, and the solution they picked to have peace of mind. Enjoy!
ON THE MONEY, CNBC
This video is a clip that came from CNBC “On the Money” with Carmen Ulrich. She is taking a call in from a consumer who purchased a Fixed Index Annuity. Carmen has a panel of financial people who give advice to this caller, enjoy!
THE LEGAL REVERSE SYSTEM
This video talks about why insurance companies are one of the safest ways to have your money invested.
Have a Laugh on Bill
This video is a little skit and its to have a laugh. If the government can raise the debt ceiling, why can’t the average American. Enjoy!
This is a Saturday Night Live (SNL) skit with Alec Baldwin. A little humor, so enjoy!