Streambox Store

04/01/2024

12/02/2023

I’m so excited to share some ***BIG NEWS*** in our lives, probably the biggest news ever in my professional life. After seven years in the industry, I have teamed up with my business partner Scott McRae to launch our own firm, Sure Wealth Solutions

We transform the 'boring' world of life insurance into a powerful tool for financial freedom and control. Our innovative approach unlocks unparalleled flexibility and security, ensuring that everyday people can build and manage wealth with confidence.

Long-term wealth building and smart retirement planning are not just for the elite, but accessible to all. We are excited to help people redefine their financial success.

Scott and I have spent the last year and a half shifting everything into motion, and I am so grateful our doors are open and our first agents are on board before the close of 2023.

The love, support and patience of my family Mary Fox Daniels was amplified in so many ways as we poured ourselves into building what we have both searched for as advisors with other companies.

The risks of leaving comfort has never held our family back before, so they were all in on this vision and what it was going to take to get here. What a way to end the year!

We appreciate all your support and patronage, and hope we can help so many more people in our lives enjoy guarantees instead of guesswork with their finances.

The SureWealth Way book reveals how to live a retirement that leaves money for your family, without the risks that come with the stock market.

02/16/2019

❗️Attention Federal Employees❗️

How to Leave A Legacy In Retirement and Not A GoFundMe Campaign. AVOID the 75% FEGLI Reduction.

If you’re anything like most people, you’re probably not very knowledgeable about the Federal Employee Group Life Insurance Plan or just don’t pay it much attention. (Trust Me I get it).

Also you have probably experienced the lost of a loved one who did not have sufficient coverage in place.

This is not fun

If you are anything like me You probably are curious why this happens over and over again.

Here is the Reason: The FEGLI like many at Work Policies does not last your entire life so people die in retirement with little to NO Coverage.

For This reason I Started Daniels Wealth Team to help Federal Employees to Leave Better Financial Legacies. We do that by helping with the following:

✔ Reducing The Cost Of FEGLI
✔ Getting You Coverage That Will 100% Leave A Financial Legacy
✔ Educating You On Your FERS and CSRS
✔ Maximizing Your TSP
✔ Annual Reviews of all of Your Benefits To Make Sure You Are Retiring On Time.

If you want to Retire Before 62 & Leave A Financial Legacy For Your Children Without All Of the Confusion and Surprises Around TSP and FEGLI, book your FREE strategy session now:
https://andydaniels.clickfunnels.com/optin-fed

02/16/2019

❗️Attention Business Owners❗️

How to Retire On Your Own Terms With A Financial Legacy And A Not Massive Tax Liability Or A GoFundMe Campaign.

Start planning your exit strategy NOW.

When you own a small business, your family members aren’t the only people depending on you.

Your death could be a disaster for your employees and partners, and it could destroy the company you worked so hard to build.

That is why here at Daniels Wealth Team provide business owner’s like you with an exit strategy so that:

✔ Retire on your own term with your financial legacy intact.
✔ Your business and partners are protected no matter what happens to you (or your partners)
✔ Transfer your business to your children without them having to deal with a massive tax liability which might mean that they have to liquidate the business

If you want to Retire On Your Own Term Leave A Financial Legacy For Your Children book your FREE strategy session now:
https://andydaniels.clickfunnels.com/optin-bo

02/16/2019

❗️Registered Nurses❗️

How to retire on time with financial security NOT with a GoFundMe campaign:

AVOID losing up to $160,000+ of your retirement savings to long term care costs.

You may not know this but there’s a 71% chance that you will need long term care.

Imagine you’re halfway through your retirement and your health takes an unexpected hit and you DON’T have the necessary coverage,

Your retirement savings is GONE.

I am sure you’ve personally experienced a family member or have heard tragic stories of so many hard working people who have spent their entire career building a legacy for their children and saving up for their retirement only to ended losing it all because of medical bills.

For this reason, here at Daniels Wealth Team we have decided to help by offering free sessions where we aim to help you :

✔ find coverage that will ensure that you are protected should you or your spouse need long term care.

✔ be able to afford to receive care in the comfort of your own home should you need it.

✔ find out how to rescue existing long-term-care policies from increasing premiums.

✔ ensure that you will have the financial means to leave the legacy you want.

If you want to retire on time & have financial security without all the headaches and surprises around long term care insurance, book your FREE strategy session now:
https://andydaniels.clickfunnels.com/optin-dr

02/16/2019

This is for business owners out there who are worried about retirement and concerned about the future of their business.