Debra Aufrance, Financial Services Professional with Summit Advisory Group

Debra Aufrance, Financial Services Professional with Summit Advisory Group Please consult your legal or accounting professionals before making decisions. How much of your 401K and retirement savings is really yours?

I educate my clients on how to provide protection for their businesses and families, maximize cash flow, and discuss potential ways to reduce and manage their tax liabilities. Education is the foundation for all good decisions—and financial education is my specialty. I educate my clients on how to maximize cash flow, provide protection for their businesses and families, and discuss potential ways

to reduce and manage their tax liabilities. My 20+ years of experience in Corporate America, owning a Successful Business, and providing guidance as an Insurance Agent enable me to provide key insights to assist clients. Are you a business owner tired of circling in a “tax tornado”? What would happen to your family or business if you have a long-term care event? I can help you prepare for those things and more. Please direct message me today! Insurance licensed in NC, SC, OH, and VA. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC118127(1120)P

Summit Advisory Group
5925 Carnegie Blvd., Ste. 300
Charlotte, NC 28209
704-554-6404

"The best indicator of how you will succeed leading through a crisis is how you led before the crisis." – Mehran Assadi,...
07/16/2023

"The best indicator of how you will succeed leading through a crisis is how you led before the crisis." – Mehran Assadi, CEO of National Life Group

In addition to allowing your loved ones to maintain their standard of living now, life insurance can also help cover fut...
07/14/2023

In addition to allowing your loved ones to maintain their standard of living now, life insurance can also help cover future expenses like college tuition. With life insurance, you’ve got their dreams covered.

If you learned how to ride a bicycle, chances are you learned with training wheels. But things have changed since we wer...
07/09/2023

If you learned how to ride a bicycle, chances are you learned with training wheels. But things have changed since we were kids, and experts now recommend skipping the training wheels and starting with a balance bike instead! Once kids learn how to balance, it's much easier to learn how to brake and pedal—no training wheels required.

A new addition to the household is a perfect time to check your life insurance coverage to make sure you are properly covered. A financial professional can help you get the right coverage in place for your unique situation.

Life Insurance with Living Benefits is like having a GoFundMe that is already there for you when you need it—no finger-c...
07/06/2023

Life Insurance with Living Benefits is like having a GoFundMe that is already there for you when you need it—no finger-crossing needed. Based on the product, living benefits can provide benefits should a qualifying event occur.

Important disclosure: Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

Learn how life insurance can bring peace of mind in the hardest times with living benefits.Important disclosure: Living ...
07/03/2023

Learn how life insurance can bring peace of mind in the hardest times with living benefits.

Important disclosure: Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy

A new addition to the "team" is a great time to make sure you have the right coverage for everything that comes your way...
07/02/2023

A new addition to the "team" is a great time to make sure you have the right coverage for everything that comes your way. A financial professional can help ensure you have all the coverage you need for your growing family!

You work hard to teach your children financial responsibility. Preparing for the future with life insurance is a lesson ...
07/01/2023

You work hard to teach your children financial responsibility. Preparing for the future with life insurance is a lesson in goal-setting, budgeting and discipline.

Once again, rating agency A.M. Best Co. has reaffirmed its financial strength rating of A+ (Superior) for the insurance ...
07/17/2022

Once again, rating agency A.M. Best Co. has reaffirmed its financial strength rating of A+ (Superior) for the insurance companies of National Life Group.

The rating reflects National Life Group's balance sheet strength, which A.M. Best assesses as very strong, as well as its strong operating performance, favorable business profile and appropriate enterprise risk management.

https://hearsay.social/3AXy7lf

We're on the move! NLV Financial - the holding company for the member companies of National Life Group - leapt 48 positi...
07/16/2022

We're on the move! NLV Financial - the holding company for the member companies of National Life Group - leapt 48 positions up the 2022 list compiled by Fortune magazine of the 1,000 largest American companies based on reported revenue.

“National Life’s growth is due in large part to the fact that we are mission-driven and purposeful,” said Mehran Assadi, CEO and President of the National Life Group companies. “We will continue to grow as we work to bring peace of mind to more of America’s underserved.”

NLV Financial ranks 775 on the list, up from 823 on the 2021 Fortune 1000 and 14% higher than when National Life first appeared on the list in 2018.

https://hearsay.social/3BbDoWL

Indexed Universal Life Insurance with Living Benefits – providing stability when the market gets rough. Learn more: http...
07/15/2022

Indexed Universal Life Insurance with Living Benefits – providing stability when the market gets rough. Learn more: https://hearsay.social/3ciq0Wm

Living Benefits in the event of illness may be provided by riders, which are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.

Having a vision for your family, expressing family values and beliefs, sharing the stories that define you - great ideas...
06/30/2021

Having a vision for your family, expressing family values and beliefs, sharing the stories that define you - great ideas ideas in this article on how to envision a family legacy.

When you organize your will, trust and legal documents, don’t forget about your memories, values, traditions, philanthropic vision, key skills and beliefs.

Why leave your financial goals in the hands of others?Join me for the ABCs of   Fitness and get the tools you need to be...
06/28/2021

Why leave your financial goals in the hands of others?
Join me for the ABCs of Fitness and get the tools you need to be active in planning your tomorrow.

Contact me for details about attending this free five-part series of 30-minute sessions.

Address

5925 Carnegie Boulevard , Ste. 300
Charlotte, NC
28209

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