Rudolf Deas - Primerica

Rudolf Deas - Primerica I am here to help individuals and families with a wide range of financial products, including life insurance, auto, HO, and commercial policies, mutual funds, retirement accounts, annuities, 529 education accounts, and much more, with PFS Investments, a Primerica company.

I am here to help individuals and families with a wide range of financial products, including life insurance, auto, HO, and commercial policies, mutual funds, retirement accounts, annuities, 529 education accounts, and much more, with PFS Investments, a Primerica company.

10/15/2025

I, we, at Primerica, do have 529 College Savings Plans, for kids and adults, by J. P. Morgan, Franklin Templeton, Invesco, Fidelity Advisors, and Nuveen. If you're in Florida I can recommend one. If in another state we can talk about it just for info. Earnings grow tax-deferred, and withdrawals for education are tax-free. There has been a major expansion of uses, occupations, continuous use cases. DM me, or call me anytime.

08/20/2025

Stablecoins are obviously more convenient and have blockchain security. Just be aware that the issuers of the coins must have reserves. So they buy U.S. treasuries as the reserve, and they presently pay around 5% (yield) interest. So if they issue 125 billion stablecoins, they are going to make around 6 billion a year just off that. Not us, presently there is no investment gain for the holder. (If rates go down, they make billions less.)

07/26/2025

I get the impression most small businesses don't realize that the Department of Labor suggests small businesses get a new 401(k) proposal every 1-3 years, with benchmarking, to avoid possible costly litigation if things go wrong. Not required, but highly recommended.

06/11/2025

One of the things I do is set up endowments for churches. If you'd like to leave something behind for your church contact me. If you have a Pastor who you think I should talk to, let me know.

10/01/2024

Info: There are 3 significant types of savings/investment accounts for education. Coverdell (Education IRA), the 529 Plan, and UGMA/UTMA the Uniform Gift to Minors Act/Uniform Transfers to Minor Act. Today just a few facts about Coverdells.

After-tax contributions of up to $2,000 per student per year for children until age 18. Contribution limits may be reduced or eliminated for higher-income taxpayers.

Growth and income within the portfolio are deferred. No tax deductions.

Distributions tax free if used for qualified expenses. College, secondary or elementary school.

If a student’s account is not depleted by age 30, the funds can be rolled into an Education IRA for another beneficiary.

07/26/2023

Here are other coverages we offer, in any state.

Cyber Liability:
Coverage for data breaches, including customer personal data, credit card information, emails, etc. provided to the insured

Special Event Coverage:
A short-term policy for a special event like a trade show, wedding or work retreat

Business Owners Policy (BOP):
Combo policy covering business property, business location, liability, equipment as well as business interruption coverage.

Reach out to me to ask about the Primerica Secure referral program! It’s designed to help you compare auto & home rates ...
06/14/2023

Reach out to me to ask about the Primerica Secure referral program! It’s designed to help you compare auto & home rates from more than 20 insurance carriers to make sure you’ve got the right coverage for you. Bit.ly/PriDisclosures


Address

8191 College Pkwy, Suite 305
Ft. Myers, FL
33919

Opening Hours

9 am to 11 pm

Telephone

+12392861657

Website

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