About Us
Empowering Financial Knowledge
Licensed Independent Financial Service Professional, in Finance Domain Business of
Invitation, Financial Education, Build the Financial Awareness, Learning, Understanding and
Develop Financial Skills to Individuals and Business Owners. Multi State license holders in life
Insurance
Mission is to help Families & Individuals not limited to below solutions.
- Family Financial Protections Including, Debt protection, income Protection
- Mortgage Protection and Children college education
- Intelligent Retirement Tax advantage Planning
- Diversified Tax saving Portfolio
- Personalized Pension plan
- Guaranteed Lifetime income
- Disability and LTC- Long term care
- Estate Planning and Will and Trust to avoid Probate court.
Mission is to also help Business Owners by educating and providing Business Financial insurance Products solutions from World class Providers not limited to below.
- SEP IRA for saving the Tax annually.
- Business Transition Planning: Buy and Sell (Cross Purchase or Equity Purchase)
- Business Preservation: Key person.
- Estate Planning: Irrevocable Life insurance Trust (ILIT), Spousal Lifetime access Trust (SLAT), Estate Equalization and charitable Planning.
- Executive Benefits: Executive Bonus, Restrictive Executive Bonus Arrangement, Endorsement Split Dollar and Loan Split Dollar
- Wealth Accumulation: Supplemental Income, Diversified Tax advantage Planning.
- Individual and Personalized Solutions as mentioned above.
- Estate Planning and Will and Trust to avoid Probate court.
Business is Federal and State regulated, by Professional license Holders in each state .Contracts with the World class Providers with more than 100 years in business and are of Fortune 500 companies.
- AIG- Corebridge Financial
- North American
- Nationwide Mutual Insurance
- Mutual of Omaha
- Athene
And Expanding to many more Providers
