Final Expense Life Insurance Quoter


Our agency specializes in safe alternative investments and tax strategies to help you plan for long term financial goals such as retirement planning, college funding and estate planning while managing the risks of everyday life. For 18 years we have been helping business owners and families develop sound financial plans. We are best known for establishing “Income Tax-Free Paychecks For Life” for our clients.                    


  • Tax-Free Income For Life


    Tailor your retirement strategy to your needs.


    A 65-year-old man today can expect to live to 84; a woman will typically live to 86. One out of four 65-year-olds will live past 90 and one in ten will live to at least 95. With good planning, these could be the best years of a person’s life.

    If you want to learn how to help your retirement strategy supplement your retirement income, you may want to think about an Indexed Universal Life Policy.

    *Social Security Administration, Calculators: Life Expectancy, 2019

    An Indexed Universal Life Insurance policy can help you plan for a tax-free retirement.  With strong cash value accumulation potential, an IUL is a good choice for supplemental retirement income without risks of loss to your principal. The policy’s cash value can be accessed by way of tax-free loans and can be structured so that you will never outlive your income.

    Benefits

      • * Lifetime guaranteed financial protection
      • * Significant cash value and death benefit growth opportunities with a choice of interest crediting strategies
      • * Protection from market losses
      • * Chronic and terminal illness protection


    Premium Financing

    High Net-Worth individuals may be eligible for Premium Financing that has the potential to provide a 6-Figure Tax-Free Income after only 15 years. This is perfect for business owners who put most of their earnings back into the company to help it  grow  in the early years and now need to make up for lost time. 

     

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Contact:
Toll Free: 1.800.466.2811
Office: 951.344.6334
Agency Hours:
Weekdays: 9:00am - 7:00pm
Weekends: By appointment