Build and Preserve Wealth with Deb Stephenson

Build and Preserve Wealth with Deb Stephenson I'm a financial strategist showing clients how to pay less taxes, grow their money with no down side risk and avoid market volatility.

I've been investing in the stock market since the 90s and started real estate investing in 2010 using my self directed IRA (SD IRA) and Qualified Retirement Plan (QRP) to invest in multi and single family homes. I pivoted to Private Money Lending/Partnering (PML/PMP) in 2021 to be a passive investor. I'm now part owner of a couple of mobile home parks (MHPs) and part owner of a SEO start up compan

y. In 2023 I was introduced to the concept of 'be your own bank' or what some people call 'Infinite Banking'. I resonated with this concept so much that I got my life insurance license so I could help others reach their goals with non-traditional retirement strategies. I was blown away to discover this strategy AND that it can be used for many purposes including as an IRS approved tax-free retirement plan!!! What if you had a retirement account that:
Allows growth of your money tax-free
Provides distributions of your money tax-free
Has no contribution limits or income restrictions
Has no age restrictions on when you can access our own money
Ensures no loss of capital from exposure to market downturns - 0% floor
Has no restrictions on the use of your money (no RMDs)
Ensures that some or all your money is judgement proof (varies by state)

We've been told our whole lives to put as much money as possible into 401ks, 403(b)s, SEPs, and any other pre-tax retirement account. We've been following the herd because that's what we do when we don't know any better.

Wow! Nice property on 2 acres! Crazy!
05/03/2026

Wow! Nice property on 2 acres! Crazy!

Check out debhansonrealtor ❌️’s video.

02/07/2026

Term life insurance provides protection for a specific period of time (the term). This is often 10, 20 or 30 years. Term life insurance makes sense when you need protection for a specific amount of time--for instance, until your kids graduate from college or your mortgage is paid off.
It is very affordable while young and healthy. Possibly even less than you spend at a coffee place each month!

We know that most people don’t spend their days daydreaming about insurance policies…But we’d like to think there’s stil...
12/05/2025

We know that most people don’t spend their days daydreaming about insurance policies…

But we’d like to think there’s still hope!

We want to ask you, what does your ideal insurance plan look like?

All - please review the beneficiaries on your life insurance policies so you don’t have to put your family through unne...
09/05/2025


All - please review the beneficiaries on your life insurance policies so you don’t have to put your family through unneeded red tape and cost. They will be grateful!! 🙏

It's life insurance awareness month in case you didn't know! Please protect your family - we all have an expiration dat...
09/04/2025

It's life insurance awareness month in case you didn't know!

Please protect your family - we all have an expiration date. Sadly, sometimes that date comes much sooner than it should. Make sure you have a plan.

08/03/2025

Insure your life. It’s cheaper than you think and your family will thank you for not adding more stress to an already emotionally stressful situation. 🙏
Do it for your family.

07/17/2025

This!!! Also called The Rich Man's Roth. Build your own wealth using permanent life insurance like the wealthy. Ever seen a wealthy person with a 401k? Me either because they know how to avoid taxes! Use permanent life insurance as your piggy bank, provide protection for your family and save a fortune on taxes.
Contact me if you'd like more information. 100% IRS approved.

How will you show your loved ones that you took care of them when you are gone?
07/16/2025

How will you show your loved ones that you took care of them when you are gone?

A common reason parents (or grandparents) get life insurance coverage for their child is to build cash value over time. This cash value is not only a monetary asset, but also a tool for supporting their future financial needs.

05/13/2025

Why save money in an IUL over a 401k.....?

“Buying life insurance is like fixing a leak in your roof — the longer you wait, the more expensive it gets.” - UnknownL...
04/23/2025

“Buying life insurance is like fixing a leak in your roof — the longer you wait, the more expensive it gets.” - Unknown

Looking for life insurance coverage? Want to know what options are available? Wondering what type of policy you should get?

Send us a message or drop a comment down below and we’ll be happy to discuss your needs!

💼 Life Insurance Is Business Planning, Wealth Strategy & Legacy — All in One ToolIf you're a business owner, key employe...
04/18/2025

💼 Life Insurance Is Business Planning, Wealth Strategy & Legacy — All in One Tool

If you're a business owner, key employee, or building a legacy — life insurance isn't optional. It's foundational.

🔐 Fund buy-sell agreements

🛡️ Protect against key person loss

💰 Grow tax-advantaged retirement income

🏠 Leave a legacy or charitable gift

⚖️ Equalize estate inheritance

Too many professionals overlook this until it’s too late. And by then? It’s either expensive or unavailable.

➡️ Let’s talk. I build tailored strategies for business owners and families who want to protect and grow their wealth.

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Arcadia, FL
34269

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+14015751122

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