It's Your Move
What is your strategy?
Every skilled player begins with an opening move. This first move is just the beginning of a strategy or series of moves that he or she has already planned.
These strategic moves are the foundation, or core, of your protection, stability, and long-term growth. Most people are REACTIVE to life’s challenges. Our approach is PROACTIVE; we help you stay 5 to 10 moves ahead of any challenges or unexpected moves that life presents. We anticipate life’s uncertainties by considering future possibilities, preparing in advance for different outcomes, and making strategic moves today as we anticipate tomorrow.
This proactive mindset helps us prepare for the unexpected by creating a stream of income that can’t be outlived, eliminating risks by moving away from strategies that are tied directly to the stock market, and seize opportunities by evaluating different strategies that are designed for your success. In this way, we remain steps ahead of the next move in the economy.
To stay several moves ahead, make your first move one of intention, based on facts. Not on instinct based on feelings.
The Pieces on the Board
Understanding Your Financial Strategy
Mastery comes from understanding how to leverage advanced insurance concepts and financial tools, like pieces on a board—such as annuities, whole life savings and growth strategies, and Indexed Universal Life—in a coordinated manner. By using these tools effectively and harmoniously, you can achieve your financial goals with precision and confidence.
Security and Stability
During your working years, a portion of your income was more than likely invested in retirement products like a 401K,457,403B, Roth IRA, or TSP, and if you are one of the few fortunate ones, you retired with a pension as well. If you are close to, or now in, retirement, your assets cannot be exposed to risk of loss. Your ability to salvage your losses after a downturn in the Stock market is greatly reduced in your later years. Now you can have protection and growth without risk of loss to make your money last longer than you do!
Strategic and Flexible
Over the past several years, people have adopted the thinking that life insurance for creating tax-free generational wealth is a new concept. The wealthy have strategically used life insurance as part of their safe money portfolio. In an uncertain economic environment, products like Whole Life (From mutual companies for capital access and guaranteed growth), and Indexed Universal Life, (Offering market-linked growth, with downside protection) both unlock significantly greater growth potential to finance tax-free growth and wealth accumulation.
Foresight and Planning
Having witnessed difficult Financial Times like the dot-com bubble bursting in 2001, Mortgaged mortgage-backed securities in 2008, and the full collapse of Lehman Brothers. The volatility that has existed during questionable political and Financial Times over the past decade or more allows us to have foresight. The more things change, the more they stay the same, realizing that unsteady times and political upheavals, whether it be in our country or others, affect our economy and ultimately affect your retirement.
