Create an income that will never run out,
and never worry about losing in the next market crash!
An untimely death or accident can create additional stress and financial pressure on our closest loved ones if we don't plan ahead.
A single 20% or 30% market crash can not only hurt your account balances, but it can cause you to run out of money years sooner.
CPA and Tax Expert Ed Slott says “Taxes are a larger risk than market crashes.” If you have all your retirement income in qualified plans like IRA’s and 401(k)’s that require you to pay taxes when you take the money out, you have a huge tax liability.
Statistics show that long term health care costs can be the largest expense in retirement, what have you done to protect your nest egg and your family from being hammered by this expense?
Will your nest egg provide enough income to give you the retirement you want, for as long as you live? Most people have no idea
Longevity is the great RISK MULTILPIER. Do you know how long you will live? Hopefully a long prosperous life. Longer life spans multiply the likelihood of each of these risks happening to you.
Life Care & Wealth Care
Do you have a clear and simple plan for creating increasing lifetime income without the risk of stock market losses? Want to protect your hard earned money from the next stock market crash?
So what if 1987 or 2001 or 2008 happened right before you plan to retire? How would your retirement years change if you suffered a 40% losses to your retirement account?
Life Insurance is about...Life! Permanent life insurance is part of an asset class that builds cash value to supplement retirement income, tax free.
Final Expense Insurance protects your loved ones from financial devastation when you parish and pays your final expenses of which funeral is just part of the cost.
Through Amerilife, we provide access to over 70 different carriers and multiple financial resources. We offer insurance and lifetime income retirement solutions that strategically SECURE your financial wellness.
Create good returns with no risk of stock market losses. Leverage your retirement nest egg into increased retirement income.
For example, Mike and Larry are both retiring this year. Both have the same amount of money in their retirement accounts. But, Mike is able to produce 50% more retirement income than Larry . . . and with no risk of losses!
Discover how to align your financial strategies with your financial values and goals.
Are you sick of worrying about the next stock market crash? Are you tired of the hungry tax man?
We guide our clients on:
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