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  A Formula for Financial Peace of Mind We Design Financial Solutions and Life Insurance Schedule Appointment » MEET WITH LIFE BENEFITS FOLLOW THE FORMULA GROW YOUR WEALTH The Financial System in America is NOT Designed to Make You Wealthy! Banks are paying next to NOTHING Typical financial planning isn’t working Investing is risky and …

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If you own or have ever contemplated owning an indexed annuity, which are still referred to, on occasion, as an equity indexed annuity, you are on the right page.  These complex contracts can be difficult to understand and are even misunderstood by many of the agents who sell them.  We want to make it simple …

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It is amazing what people believe they are worth.  Surprisingly, many believe that paying 12 percent or more on a credit card is worth more than keeping 10 percent of their income for themselves to rely upon when they will no longer be able to work as long or as hard as they currently work. …

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When there are changes in the housing market, everyone seems to be talking about buying or selling houses. If you’ve thought about buying a house, it’s important to do the right research, because this is one of the biggest financial decisions you will make.  A house is the place where you and your family will …

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CARES Act Impact on Retirement Plans and Your Once in a Lifetime Chance If you’re thinking of withdrawing money from a 401k during these times it’s important to understand for what reasons can you withdraw from a 401k without penalty. The CARES Act has temporarily eliminated the 10% early withdrawal and distribution penalty for 401k …

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Private family banking (PFB) is a strategy that involves using whole life insurance policies to build a multi-generational bank… kind of. In this article you will learn more about PFB, what it is, what it is not, and if there are benefits. What is Private Family Banking (PFB)? Whole life insurance policies develop cash value. …

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Typical Financial Planning: The type of financial planning in use today encourages you to put your money where there is a risk you could lose the money.  The truth is, the only place you can keep your money safe from loss is in certain Bank products and in specific Life Insurance contracts which legally guarantee …

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Reduced risk, flexibility and the opportunity to increase your cash value is what Indexed Universal Life Insurance (IUL) promises for those who are looking for a permanent life insurance policy.  The objective goal of an IUL policy is to “outperform the index”[i] on which the IUL is depending on for its cash value growth. IUL …

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As the word “term” implies, Term Life Insurance provides coverage for a certain term, or period of time.  Like automobile insurance, home owner’s insurance or health insurance, premiums for Term Life Insurance coverage have to be renewed periodically, or the coverage will expire. Therefore, Term Insurance contracts are not classified as permanent insurance. It is …

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The purpose of Whole Life Insurance is to provide coverage for the insured, for their entire lifetime.  Traditionally, Whole Life Insurance is a consumer demanded product that offers more than just a death benefit by permitting the policy holder to build equity in the policy. Paid Up Insurance Equity implies ownership.  Equity is the value …

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