Bobby_Lucero

09/07/2021

06/29/2020

06/26/2020

How is business in 2020 going so far?
 
Probably VERY different from last year...but for the better? 

Has Your CPA or Attorney advised you that You Have to have One Or More...
Key Man Agreement,
Buy Sell Agreement,
Succession Plans,
Executive Bonuses,
You may have even had all the documentation completed but just have not properly funded the instrument.

Contact me Today!

You may qualify to Properly Finance your instruments with little to NO COST.

[email protected]

06/24/2020

Business Owners!!

are you not happy with conventional methods of trying to solve longterm Contingencies....
...Using Your Working Capital to get to the Next Level.

Proven Unconventional Strategies do exist that you may not be aware of.

How will using the Capital of Others help you and Your business?

Solutions geared towards Prudent, Discerning individuals who possess the knowledge.

In just minutes see how this may or may not take Your Company to Next Level.

05/30/2020

What If I Told You??

That You Do Not Have To Use Your Money...
To Fund Your
Buy/Sell Agreements,
Key Man,
Business Exit Strategy,
Executive Bonuses,
Or Evern Your Retirement Plans?

Want To Learn More.

We can Easily set Up Virtual Call to Explore Your Options.

05/24/2020

05/06/2020

Working in conjunction with CPA'S and Attorneys to make sure Business have properly Funded Contingency Plans.

Qualified Affluent Business Owners and Individuals can utilize leveraging strategies that are little to no cost.

05/06/2020

Key man insurance is simply life insurance on the key person in a business. In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business--the ones whose absence would sink the company. You need key man insurance on those people!
Here's how key man insurance works: A company purchases a life insurance policy on the key employee, pays the premiums and is the beneficiary of the policy. If that person unexpectedly dies, the company receives the insurance payoff. The reason this coverage is important is because the death of a key person in a small company often causes the immediate death of that company. The purpose of key man insurance is to help the company survive the blow of losing the person who makes the business work. The company can use the insurance proceeds for expenses until it can find a replacement person, or, if necessary, pay off debts, distribute money to investors, pay severance to employees and close the business down in an orderly manner. In a tragic situation, key man insurance gives the company some options other than immediate bankruptcy.

05/05/2020

Contingency Planning with Intention and a Meaningful Purpose that is little to No Cost.

05/02/2020

Life Happens to Us All.....

How You React?..

What you Do Next?..

How Fast You Get Off Your Ass?..

Mindset/Attitude??..
....will determine the difference between having Average Life or an Extra Ordinary Life.

So even with this Pandemic you have A Choice?

Choice Wisely because Time is Not Stopping for No Fu**in Virus.