FINANCES
The fourth pillar of the company is Finances and we believe, in many cases, to be able to help others it takes finances. If you desire to live a life of extra, to live a life in abundance financially, then we want to make sure that we have our own finances in order.
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Before we can help other people financially, it would be wise to make sure we are in a positive financial situation to do so. We become more impactful when we have a chance to learn about money. With that being said, everyone's situations, wants and needs are very diverse. To Partnering with another company allows us to match the products and services to your specific need
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Products and Services that we educate on are below:
Life Insurance:
Whole
Universal
Term Life
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Annuities:
Fixed
Variable
Investments:
Mutual Funds
IRA's (Individual Retirement Accounts)
529 College Savings Plan
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Additional Insurance:
ADI Accidental Death Insurance
Critical Illness Insurance
Medicare Supplement Insurance
Long-Term Care Insurance
Disability Income Insurance
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Services:
Pension Risk Transfer
Retirement Planning
Small Business Solutions:
Buy-Sell Agreement
Key Person Insurance
Business Transfer
Retirement Plans
BenefitsPLUS