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Luxury Beach House

What is your end game?

5 Questions To Ask Yourself

  1. If you plan to work until retirement... Does your current FINANCIAL STRATEGY GUARANTEE that you will have ENOUGH MONEY?

  2. How much are you going to lose from your 401k, or any other government funded source your money is currently in? Remember you must pay taxes on those funds when you retire or withdraw.

  3. IF YOU DIE TODAY are ALL of your affairs in order? ​​(The things that you leave behind for others, are they able to maintain it?)

  4. How is your money currently growing? Is it TAX FREE?

  5. Are you able to borrow your money TAX FREE, while still maintaining its CASH VALUE as if you NEVER touched it?

Life Insurance, Final Expenses, and Annuities

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Insurance Consultation

Do you have Disability Insurance?

Complete this pre-application questionnaire to see if you qualify.

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