After working in corporate America for a decade, helping companies grow and expand their global footprint through real estate, I was ready for a big change. I had a passion for understanding how money worked from a young age, and after investing in 401K's and IRA's my entire working career, I knew there had to be more options. In 2016 I was invited to attend a seminar on saving and investing and I was shocked at how much information isn't shared to the common public. No wonder the rich get richer and the poor get poorer. I decided to get my licenses to education people on what I had learned. I became very passionate about understanding how traditional retirement accounts worked, and teaching people about the other savings vehicles that exist. Since then I have built an agency of over 40 licensed agents that have the same passion and desire I have to educate and guide people financially on what the wealthy know and understand about money. I believe we all should know and understand our options when it comes to making and saving money, building and preserving wealth. If you are ready to take a step towards understanding your finances like I did, and you would like a partner in that journey, let's connect.
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You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.