Ron Dixon : Insurance Based Financial Advisor

06/12/2017

LESSON OF THE WEEK: Financial planning means deciding in advance how much to spend, on what to spend according to the funds at your disposal.

The Importance of Having a Financial Plan

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.

When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.

Get a financial plan so you know exactly where to spend your money!!!

Please call (716) 768 - 1958 Ext. 231 or (716) 563 -5293 to set up an appointment now.

04/24/2017

Great consultation with John Elmore. Great business man even better guy. If you need a lawyer trust me go with The Law Office of Steve Boyd & John Elmore. 🙌🏾✅👍🏾💯

Ps. You know I had to bring the little goddess along 😂😂😂.

Daddy is his own BOSS you coming with me to work.

Just building my practice one day at a time ‼️

03/29/2017

LESSON OF THE WEEK:

In order to have a sound financial and estate plan one must learn to start at the end. Where do you see yourself in 20 yrs? What assets do you want to own? How satisfied are you towards meeting those goals? The foundation of any soild financial or estate plan starts with life insurance, disability insurance, health insurance, rental/home insurance, dental insurance, vision insurance and or car insurance.

Here is a few things you should know about life insurance:

https://www.fidelity.com/viewpoints/things-to-know-about-life

With the kidnapping of innocent young girls in Washington D.C. now more then ever I encourage individuals to seek life insurance not only for yourself but your children. Get your financial life in order.

Have an abundant and peaceful day!!!!!

02/26/2017

LESSON OF THE WEEK: This is for all small business owners or individuals who are looking to get into owning a business.

Here are a few user friendly apps that will make managing your business easy:

-Quickbooks(& self employed)
-IRS2GO
-MileIQ
-Credit wise
-Stash invest

01/30/2017

LESSON OF THE WEEK: What is a Brokerage Account? What is Foreign Currency Exchange/ Forex Trading/ FX Trading?

Brokerage Account: is an arrangement b/w an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage.

-Now you can trade: stocks, bonds, mutual funds, currency, futures and options contracts

Foreign Currency Exchange: A market for the trading of currencies. This includes all aspects of buying, selling and exchanging currencies at current or determined prices.

- FOREX trades $4 Trillion per day
- We have an algorithm that places the trades for you (it does the heavy lifting and you get the profits)

I have attached some pdfs that can help gain common knowledge on FOREX:

1.)https://secure.efxnow.com/forex2/eng/ct-dummies.pdf

2.)http://www.learnforexpro.com/forextutorial/forextutorial.pdf

If you are looking for more information on actually starting up a brokerage account please first add Jasmiine Elizabeth and contact her in regards to opening a brokerage account for FOREX.

01/18/2017

LESSON OF THE WEEK: What is a rider? How can it effect my policy? Is it additional coverage for my children without them having a policy?

A rider is an add-on provision to a basic insurance policy that provides additional benefits to the policyholder at an additional cost. Standard policies usually leave little room for modification or customization beyond choosing deductibles and coverage amounts. Riders help policyholders create insurance products that can meet their specific needs.

Riders are meant customize your unique policy to tailor fit or address any specefic needs that you may have when setting up a financial budget.

For additional information please call (716) 768 -1958 ext. 231 for more information

A provision of an insurance policy that is purchased separately from the basic policy and that provides additional benefits at additional cost. Standard policies usually leave little room for modification or customization, beyond choosing deductibles and coverage amounts.

12/26/2016

LESSON OF THE DAY: Bound Insurance also known as Guaranty Insurance (what it is? How can it grow your business? )

http://www.iii.org/fact-statistic/bond-insurance

FINANCIAL GUARANTY INSURANCE Financial guaranty insurance, also known as bond insurance, helps expand the financial markets by increasing borrower and lender leverage. Starting in the 1970s, surety bonds began to be used to guarantee the principal and interest payments on municipal obligations. This...

12/13/2016

Do not continue to go through life doing the same thing over and over again your falling into a cycle of insanity. Make goals at work, financially and in your personal life. You be surprised how much setting goals will organize your. Come learn to set financial goals and how to stick to a financial plan. Let me over at Mutual of Omaha Financial Advisors assist you in this process.

Call (716) 768 - 1958 Ext. 231

12/13/2016

LESSON OF THE DAY: At Mutual of Omaha Financial Advisors we offer coverage for your business, no matter the size. It can be a home businesss, small business, or even a large corporation.

Below is a link to explain the importance of business insurance it can give your business that edge it needs

http://www.iii.org/article/finding-coverage-that-matches-your-business-size

The types and amount of insurance that you need for your small business are based on several factors. What type of business are you in? Where is it located? Do you have employees?

12/12/2016

https://www.youtube.com/watch?v=zCxz4yF_dm8

For my visual learners, it explains what an annuity is, the difference b/w immediate annuity vs. deffered annuity. One should always have a plan in life.

Quick 2 min video

This video is from the Insurance Information Institute. For more information about insurance, go to the I.I.I. Website at http://www.iii.org