06/05/2026
Sandra had helped everyone for decades. After a separation and eventually a divorce, she was ready to focus on her needs and planning her retirement. We met with Sandra about a year ago, and she asked us to wait as she got her son off to college and finished some renovations. This May, it was go time, and Sandra was ready.
The good news is that Sandra has a great career and a healthy income. Together, we found a policy that not only protects her health (she is a 1099 employee) if she has impairment, but also grows substantially. Unlike policies of this kind, it wasn't a single premium--she could contribute to it over 18 months, then off to the races it goes, growing and being ready for retirement. Fast forward to age 66 for Sandra, the fund is ready with handsome annual returns, delivered to her bank account monthly. No matter what goes on with the stock and bond market, Sandra is covered and has ZERO losses. Her income is guaranteed for however long she lives. This income is a good thing because longevity runs in her family. Sandra's mom is alive and well at age 89!
This strategy delivers on 4 key goals for Sandra's estate planning: 1. solid growth, 2. income, no matter how long she lives, 3. protection from market losses and volatility, 4. funds beyond her own if she enters a care facility or needs end of life care.
If you are someone that has helped other people most of your life and want to see what is possible for you, we are ready. We are used to people of all shapes and sizes and income levels. Let's see what's possible for you. Send a text or call us at 423-521-5877 and we can get started.
