Financial Services (Retirement Plans, Fixed Annuities & Life Insurance)
Retirement Plans (Retirement Plans – All Types Described (Fixed Annuity Funded)
- 403(b)/TSA (for teachers and hospital employees – Fixed Annuity Funded)
- IRA, ROTH IRA & Educational Savings Accounts (Fixed Annuity Funded)
- 401(h) – A Medical Expenses Plan for Owner Employees
Seniors & Financial Conservatives:
Fixed Annuities:
- Fixed Annuities – Important General Disclosures
- Fixed Indexed Annuity (“FIA”) – Concept & Disclosures (Growth/Asset Accumulation)
- Declared Interest Rate Fixed Annuity
- Flexible Premium Fixed Annuities
- Fixed Annuities with Principal Guarantees
- Single Premium Fixed
- Single Premium Immediate Annuity – “SPIA” (Income)
Life Insurance (Cash Value & Term):
- Life Insurance TYPES Explained – (TERM Life, ROP Life & CASH VALUE Life, UL, FIL, etc.)
- Cash Value Life Insurance (Whole Life; Universal Life; Guaranteed UL or Fixed UL, etc.)
- Life Insurance – Asset Accumulation Plans (“LIAAPs”)
- Life Settlements – Alternative to Lapsing Older Life Policies or Policies No Longer Needed
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Please feel free to call us at 1-310-867-3141 or E-Mail us with any questions or requests for more information.
We look forward to hearing from you, always welcoming the opportunity to be of service.
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