Services
Products
Tax Strategies Insurance & Annuity Disclosure
Life insurance and annuity products are issued by insurance companies and subject to underwriting approval. Product guarantees are based solely on the financial strength and claims-paying ability of the issuing insurance company.
Annuities and life insurance products:
· Are not bank deposits
· Are not FDIC insured
· Are not guaranteed by any bank or government agency
Product features, benefits, and availability vary by state and carrier.
Education and Other Products
Finding something for Everyone is what we Aim for
With our distribution of providers, we aim to protect your loved ones, enhance your retirement, and secure your future.
What is offered
Financial Strategies
Protect your retirement and portfolio by reducing Market loss of Principal
Create Income for as long as you live
Chronic Illness preparation
Tax Liability Strategies and Reduction
Head Start Planning for your Children
Self-Employed or Business Implementation planning
Products
Index Universal Life [IULs]
Income & Mortgage Protection
Buy-Sell Agreements
Fixed Annuities
Health
Homeowner
Financial Needs Analysis
Retirement Planning
Tax Strategies
Education and Other Products
Business Opportunities for the RIGHT person
Business Opportunities Available
We are looking for motivated individuals that want a chance to have true ownership in a Business. If you ever wanted to build something new, innovative, and rewarding, this is your opportunity. To learn more, text ‘Business’ to 904-344-0607.