Financial Strategies Life Insurance Retirement
Our strategies and innovative financial tools are great, understanding more about you is essential. To craft the best financial roadmap, we must grasp two pivotal aspects: where you are now and where you want to go.
Your aspirations and priorities define the path you aim to follow, while your existing circumstances pinpoint your current position in life. Following our discussions, you will gain a comprehensive understanding of your financial standing and a customized plan to guide you towards your goals.
Products & Services
Financial Analysis Report
A thorough financial analysis report is crucial before designing a life insurance policy as it helps assess an individual's financial situation, obligations, and goals. This enables tailoring a policy that aligns with your needs, ensuring adequate coverage and financial security while avoiding overcommitment or insufficient protection.
Debt Action Plan
The Debt Action Plan uses modern banking principles in conjunction with the most powerful provision within the IRS Tax Code – the tax exemption associated with life insurance to quickly eliminate debt and build wealth. It’s not magic, it’s just math combined with a few incredible strategies. Discover how to pay off your debt in a fraction of the time using your current budget. Learn how to beat the bank!
Annuities
An annuity furnishes regular payments over a specified period, commonly for retirement. Types include fixed, variable, and indexed. Suitability depends on personal financial goals, risk tolerance, and retirement planning. While offering a guaranteed income stream, annuities are considered as an alternative, requiring careful consideration based on individual circumstances.
My New Retirement
My New Retirement leverages the most powerful provision within the IRS Tax Code – the tax exemption associated with life insurance. By eliminating taxes on the growth of your funds, this approach allows for tax-free withdrawals. Experience the benefits of stock market growth without exposure to market risk. Outperform Wall Street while sidestepping taxes and savor the perks of financial stability.
Medicare
Experience the reassurance of Medicare, a tailored healthcare program for those 65 and older, delivering comprehensive coverage and peace of mind. With a variety of plans to meet diverse needs, Medicare provides accessible and affordable healthcare, allowing you to embrace your golden years confidently and thrive with the assurance of quality coverage.
Money Saving Strategies
The Self-Insured Medical Reimbursement Plan (SIMRP) is a cost-effective solution for businesses offering supplemental employee benefits. It delivers annual payroll tax savings, up to 30% off workers' compensation premiums, and allows eligible employees to purchase additional benefits like disability and accident insurance for themselves and their families.
Our Life Agents Secure Your Future.
Our life agents prioritize leveraging the powerful provision within the IRS Tax Code—specifically, the tax exemption associated with life insurance. This strategy aims to avoid future taxes, diminish interest, and enhance your retirement income, all while safeguarding your family. When you choose to collaborate with us, here's what you can anticipate:
Confidential discussions
Straight-forward conversations with clear concepts
How to overcome challenges & blindspots
Eliminate Taxes
Reduce Interest to beat the bank!
What you get when you partner with us:
Insure Your Success partners with you, your family and your business.
A Partner for Life
As a knowledgeable life insurance agent, I provide valuable expertise in designing policies that are results-oriented and capitalize on tax advantages. My strategic approach involves crafting plans that accumulate tax-deferred cash value, addressing estate planning needs, and tailoring policies to individual preferences. I guide clients through the intricacies of life insurance, ensuring they benefit from its unique advantages in wealth accumulation, risk management, and financial security for themselves and their beneficiaries.
A Plan Uniquely Yours
We believe that your policy should be uniquely yours whether it is term with living benefits, whole life or an IUL. Our clients live unique lives and trying to fit everyone into a one-size-fits-all solution doesn't sound like a good fit for anyone. Which is why our life agents begin with a discovery call to learn about you. We want to understand your goals and aspirations. What is important to you. Once the discovery work has been completed, we can build a policy using innovative strategies, advanced technology tools and your story.
Proven Strategies
Utilizing cutting-edge technology, we create a policy that takes advantage of the powerful provision within the IRS Tax Code - specifically, the tax exemption associated with life insurance. Our approach ensures followers sidestep future taxes, minimize interest payments, and establish a dependable retirement income. To simplify this intricate process, we employ the user-friendly Debt Action Plan and My New Retirement strategies. These innovative resources empower individuals to effortlessly build wealth, pay less taxes, reduce interest costs, and safeguard their family's financial future.
Mailing Address
174 W. Lincoln Ave., #563
Anaheim, CA 92805
Telephone
(714) 586-8188