ALI POLLY & Associates, powered by FFS

ALI POLLY & Associates, powered by FFS RETIREMENT | LIFE | BENEFITS
Breaking Barriers. Building Futures. askalipolly.com | askapagroup.com Free Consultation

Empowering everyday people from all walks of life with financial tools to grow, protect, and pass on generational wealth.

Hidden Retirement TaxDid you know retirement taxes can surprise people?Social Security taxation. Required distributions....
05/29/2026

Hidden Retirement Tax

Did you know retirement taxes can surprise people?
Social Security taxation.
Required distributions.
Medicare premium increases. Retirement income stacking.

Many retirees discover Uncle Sam is their biggest retirement business partner.
Tax diversification matters.

Question: Do you know what tax bracket you'll be in during retirement?

Let's talk!

APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°







Your 401(k) Is Not a Retirement PlanYour 401(k) is an ACCOUNT.Retirement is a STRATEGY.Big difference.Questions people f...
05/28/2026

Your 401(k) Is Not a Retirement Plan

Your 401(k) is an ACCOUNT.
Retirement is a STRATEGY.

Big difference.
Questions people forget to ask:
• How will income be created?
• How much tax will I pay?
• What happens if markets crash? • How do I avoid running out of money?

Accumulating money and distributing money are two different games.

Retirement requires a roadmap.
Message me "ROADMAP" for a retirement review.

APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°







05/28/2026

Eleven years ago, Ali Bouasavatdy and I poured our hearts, heads, and hands into building ALI POLLY & Associates, powered by FFS

What began from our own family’s need for financial education grew into a mission to serve families, business owners, and communities from all walks of life.

We never wanted to simply build a business, we wanted to build a lasting community where people feel belonging, supported, educated, and empowered to create multi-generational wealth for future generations.

This award may have our names on it, but meaningful missions that impact lives are never built alone. This recognition belongs to all of us—our collective communities. 🙏

To our clients, business associates, families, friends, and community partners: thank you for believing in us, trusting us, and walking this journey alongside us. Your support has been the fuel in our tank that keeps us moving forward with purpose every single day. Massive THANK YOU! ⛽️❤️

Our work is nowhere near done. Eleven years later, our drive is even stronger, and this mission is only the beginning. We remain committed to helping more families, business owners and communities build greater financial security, education, confidence, and peace of mind.

🎈Join us as we continue serving more people together.

🎀 Schedule your complimentary Risk Assessment and make sure your financial goals are on the right track 👣
____________
The Charlotte International Cabinet Awarded Ali-Polly & Associates 05.20.2026

The Cabinet collaborates with the City of Charlotte Mayor's Office and Economic Development to host the Mayor's International Community Awards (MICA).These annual awards recognize and celebrate the international and philanthropic contributions of foreign-owned companies, international entrepreneurs, and local honoring outstanding entrepreneurs who are naturalized U.S. citizens and have made a lasting, positive impact on the Charlotte business and local community.

We are extremely honored to be nominated and awarded🎖 🙏


SINCERELY THANK YOU | 🙏
ALI & POLLY, the two refugee sisters

APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°










THE 401(k) EXIT STRATEGYLunch & Learn Seminar 📅 Monday, June 8, 2026🕛 12:00 PM – 2:00 PM📍 P.F. Chang’s SouthPark6809-F P...
05/28/2026

THE 401(k) EXIT STRATEGY
Lunch & Learn Seminar

📅 Monday, June 8, 2026
🕛 12:00 PM – 2:00 PM
📍 P.F. Chang’s SouthPark
6809-F Phillips Place Ct
Charlotte, NC 28210

RSVP required⬇️
https://calendly.com/meetingwithpollyouthay/the401kexiststrategy

Your retirement account could be doing exactly what you were taught… and still fail you.

Most people are taught how to SAVE for retirement.
Very few are taught how to DISTRIBUTE money efficiently.

One financial decision today could impact:

✓ Retirement taxes
✓ Medicare premiums (IRMAA)
✓ Social Security taxation
✓ Lifetime income planning
✓ Market risk exposure
✓ Legacy & wealth transfer strategies

If you are within 5–10 years of retirement, recently changed jobs, or simply wondering if your current strategy is truly optimized… this conversation matters.

WHY SHOULD YOU BE IN THE SEAT?

Because your financial future deserves more than guesswork.

One overlooked mistake could cost thousands in unnecessary taxes, increased Medicare costs, or missed income opportunities during retirement.

This educational Lunch & Learn is designed to help you better understand:
• 401(k) rollover strategies
• Tax-efficient retirement income planning
• Risk management during market volatility
• How distribution planning impacts long-term wealth

Don’t wait until retirement to discover what you wish you knew earlier.

🎟️ Seats are limited
🍽️ Lunch Included

Minimum Requirements:
• U.S. Citizen
• $150,000+ AGI annual income
• $500,000+ net worth

RSVP required.
https://calendly.com/meetingwithpollyouthay/the401kexiststrategy

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple and Possible.

Market Risk Hits Different Near RetirementWriting⚠️ If you're retiring within 5 years, market losses can hit differently...
05/27/2026

Market Risk Hits Different Near RetirementWriting

⚠️ If you're retiring within 5 years, market losses can hit differently.

When you're 35: Time may fix mistakes.
When you're 65: Time becomes a luxury.

A major downturn right before retirement can change income plans, withdrawal strategies, and lifestyle goals.

Ask yourself:
✔ How much risk am I taking today?
✔ Would I sleep well if markets dropped 20–30%?

Retirement isn't just about growth. It's also about protection.

Need a complimentary retirement risk assessment? Message me "RISK."



APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°










The Countdown Begins⏳ Retiring within 5 years? Your retirement countdown has officially started.Most people spend more t...
05/26/2026

The Countdown Begins

⏳ Retiring within 5 years?
Your retirement countdown has officially started.

Most people spend more time planning a 7-day vacation than planning a 30-year retirement.

The question isn't: "Can I retire?"
The better question is: "Can my money retire WITH me?"

Your final 5 working years may be the most important financial years of your life.

This week we will share 7 things you need to know before retirement.

Day 1 Question: What age do YOU want to retire?

Let's talk!

APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°










Today, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their cour...
05/25/2026

Today, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their courage, sacrifice, and love for something greater than themselves gifted us freedoms we often enjoy every day.

Memorial Day is more than a long weekend. It is a reminder that sacrifice builds legacy, service creates impact, and gratitude should never be postponed.

As we spend time with family and loved ones today, may we also take a quiet moment to remember those who made it possible.

At Ali-Polly & Associates, we believe protecting families and planning for future generations is one way we honor the values of service, love, and legacy.

Wishing you and your family a meaningful Memorial Day filled with gratitude, peace, and togetherness. 🇺🇸❤️

One Community. Stronger Together.

APA | Retirement • Life • Benefits
Schedule Your FREE Risk Assessment Today
Direct # ☎️📲📞704.609.1313
Toll-free 877-337-8876
ASKAPAAGENCY.COM

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°







Invitation / Call-To-ActionWe recently sat with families asking:"How do high-income individuals protect wealth while pre...
05/22/2026

Invitation / Call-To-Action

We recently sat with families asking:
"How do high-income individuals protect wealth while preserving cash flow?"

The answers often lead into conversations most people never hear about.

Premium Financing is one of those conversations.
Not for everyone.
But for the right person, it can become a powerful strategy.

Education first. Decisions second.
If you'd like a confidential conversation using your own numbers, message "LEGACY" or schedule a private review with Polly Outhay and Ali Bouasavatdy Certified Consultants
📞 Ali-Polly & Associates
🌐 askapaagency.com⁠�

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°








The Power of LeverageMost people understand leverage in:🏠 Real estate🏢 Business📈 InvestingBut few realize leverage can e...
05/21/2026

The Power of Leverage
Most people understand leverage in:
🏠 Real estate
🏢 Business
📈 Investing

But few realize leverage can exist in protection planning too.

The right strategy may allow families to potentially create:
• Larger death benefits
• Enhanced legacy planning
• Greater capital efficiency
The goal isn't simply buying insurance.

The goal is creating a financial ecosystem. Big difference.

Talk to Polly Outhay, Certified Consultant

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°








Wealthy Families Think About LiquidityMany families are asset rich...…but cash-flow poor.Imagine having:Real estateRetir...
05/21/2026

Wealthy Families Think About Liquidity

Many families are asset rich...
…but cash-flow poor.

Imagine having:
Real estate
Retirement accounts
Businesses
Investments
…but limited accessible cash during opportunities or emergencies.

Premium financing may allow qualified individuals to:
✔ Preserve liquidity
✔ Maintain investment flexibility
✔ Continue pursuing growth opportunities

Sometimes protecting wealth isn't just about making more.
It's about keeping options open.

Talk to Ali Bouasavatdy and Polly Outhay to learn more.

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°









Who Is This Strategy Designed For?Premium financing is not a “one-size-fits-all” strategy.It is often designed for:✔ Hig...
05/20/2026

Who Is This Strategy Designed For?
Premium financing is not a “one-size-fits-all” strategy.

It is often designed for:
✔ High-income earners
✔ Business owners
✔ Physicians & executives
✔ Real estate investors
✔ Individuals with substantial assets
✔ Families focused on generational wealth

The question isn't:
"Can I afford life insurance?"

The question becomes:
"Can I position my capital more efficiently?"

Different income levels require different tools.

Talk to Polly Outhay ,certified consultant to learn more.

Online or In-Person
Appointment Request ⬇️
https://calendly.com/meetingwithpollyouthay/client-appointment-request

APA | ALI & POLLY, Your Dedicated Partners in Financial Success. We Make Your Retirement Planning Simple
and Possible.

°°°°°°°°°°°°°°°°°°°°°
Career Meeting Request⬇️
https://calendly.com/meetingwithpollyouthay/business-opportunity
Visit website⬇️ www.partnershipwithpolly.com

°°°°°°°°°°°°°°°°°°°°°°










Address

Charlotte, NC

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 8am - 8pm
Thursday 9am - 8pm
Friday 8am - 5pm
Saturday 9am - 5pm
Sunday 1pm - 4pm

Telephone

+18773378876

Alerts

Be the first to know and let us send you an email when ALI POLLY & Associates, powered by FFS posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to ALI POLLY & Associates, powered by FFS:

Share