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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

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