We are Licensed Insurance Agents and Safe Money Advisors with over 20 years of experience in the Life and Health Insurance Industry.
We are a Service-Disabled Veteran-Owned Business.
We aim to assist our clients build Generational Wealth by providing Financial Education and Safe Money Investment Solutions. We strive to be the Company our clients will not hesitate to call on to solve and to supply solutions to meet their Financial Goals and Security no matter how small or large. It is our vision to become the Worldwide Leader of all Financial Educators.
Individual Universal Life Insurance Policy is similar to a whole life policy with safe investment options and additional “Living Benefits”. Your money grows based on the chosen market strategy with your investment mirroring the stock market without being in the market, so there is no potential for loss. You also have greater access to the funds in the early years should you need to withdraw and/ borrow your money without incurring taxes.annual account value percentage increase allowed to contract owners.
A flexible premium annuity product that offers professional money management and diversification to help protect account during times of market volatility. The annuity is designed to be a long-term investment vehicle to help plan for retirement income needs.
We are Safe Money Advisors that are committed to helping those that have Dreams and Goals to achieving them along with building Generational Wealth.
An immediate annuity, also referred to as a single payment immediate annuity (SPIA), is an insurance contract funded by a lump sum payment, such as money from a savings account, a 401(k) or an individual retirement account (IRA). You decide on the frequency and duration of your payouts when you buy it.
Term life insurance is a policy where you choose the length of coverage, usually starting at ten years. Other choices are 15, 25 and 30 years. A Term Life Insurance purchase will fit people who need life insurance to cover a specific large debt or a finite period of time. Term life can be especially appealing to parents with young families who need the financial protection of life insurance while raising children.
Accelerated Benefits Riders are optional, no-additional cost riders that can allow you to access most or part of your death benefit while living if you experience a qualifying terminal, chronic, or critical illness, or critical injury.
Licensed Life and Annuity Insurance Agents & Brokers
The financial services industry is one of the most profitable and gratifying career paths you can choose! If you’re ready to start making a GENUINE DIFFERENCE in the lives of others, contact us at firstname.lastname@example.org or (704) 661-5795 for more information.