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Resourceful Information

We have provided a few credible resource videos and information that will explain why our services are so important. The videos and information below will give you a better understanding of the impact our services provide and why we offer them to the community. 

01

TransAmerica Life Insurance w/Living Benefits
Introducing: TrendSetter LB

Watch this (4:22) Video Presentation >> https://bit.ly/3rtLmI3   (December 3, 2022)       

This policy gives you access to Up to 90% of the Death Benefit while you are living, in the event of any of the major medical issues below.

Providing Financial Protection against: 

  • Cancer

  • Heart Attack

  • Heart Disease

  • Stroke

  • Accident causing a Disabling Injury

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02

NASSUA Annuity - Personal Protection Choice

Watch this Video Presentation >> https://salesnet.nfg.com/personal-protection-choice.html       

Nassau Personal Protection Choice is a single-premium indexed annuity that offers protection from market loss, a 10-year surrender charge period, and a suite of optional riders to help protect your income, family, and lifestyle.

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03

401k: Why you should NEVER Invest in it / 403b

 

Watch - CBS 60 Minutes TV >> https://youtu.be/vfN5qKSbeAE  (July 30, 2017)

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04

Ed Slott - IUL Tax Free Retirement

Watch - World Renowned Tax Advisor >> https://youtu.be/t3eHZT9Erxo  (February 19, 2014)

 

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05

Tax Free Alternative Savings Plan - Indexed Universal Life Insurance

WATCH - Introduction to the IUL >> https://youtu.be/wX89Rk5pr6A  (July 10, 2015)

 

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06

Tax Free Alternative Savings - Vs - Tax Deferred Retirement

* SEE THE CLEAR DIFFERENDE BELOW *

                           

       

       

The RED Line:  401(k) - 403(b) - 457 - TSP - IRA

Your Plan is on the Roller Coaster Ride of Market Gains and Loses!

The GREEN Line:  The Tax Free Alternative

Your Plan is on a Safe and Secure Path to Retirement.  

 

GREEN Line Benefits includeNO Market Risk > NO Market Loss > Long Term Savings > Receive Income for LIFE > Pay NO Taxes to the IRS

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07

The IUL ..VS.. The Roth IRA

There is a Clear Advantage when comparing the IUL to the Roth IRA  

 

WATCH this short Video Presentation >> https://youtu.be/2UThpR3dE5U?si=3AkAqx0QHniFeUPm  --  (June 11, 2021)

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There are specific cases where the Roth IRA is a desirable product... but...as you will see, when compared to the Tax Free IUL, in most cases... it does not compare. Take a look for yourself. ​

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It is important to Understand the Differences between the IUL and the Roth IRA

This Side-by-Side Comparison serves as an EXAMPLE... Each individual will have a Different result.

08

Million Dollar Baby - Plan to secure your Child's Future

 

Watch - Intro to the IUL for Kids >> https://youtu.be/xYKeMyTieLg  (July 11, 2016)

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09

Becoming your Own Banker - Infinite Banking Concept

Watch - How To Become Your Own Bank | Wealth Nation - https://youtu.be/JRiFYB3RX4E  (April 2, 2020)

 

​Infinite Banking gives you the freedom to access your policy’s cash value by borrowing from yourself — and paying yourself back — at any time. Imagine never having to worry about a credit check, high-interest payments or having to apply for a car or student loan ever again — this could be a reality as a result of simply understanding the Infinite Banking Concept (IBC). You can set up Monthly, QuarterlySemi-annually or Annually deposits. 

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10

Coming Soon  > Bookkeeping Services !!!

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