Life Insurance and Financial Products

Life Insurance and Financial Products We educate our clients on how to best plan for retirement and financially protect their loved ones. Create GUARANTEED INCOME in retirement.

We aid our clients on the most effective ways to invest and save their money in the long run. Many Americans give more attention to planning their annual vacation than they do to preparing for their future.

09/12/2021

Please don't wait until after the fact to seek help or being educated in what to do about being prepared for the future, let alone your retirement. It just happens!! Having someone 40 who was out for 4 months due to an arm injury and wanting Long Term Disability and it takes time and work. A 34 year old who I suggested getting life insurance and waited. They got Cancer and now will need to wait 5 years from their last treatment and the rate will be much higher. A 13 year old with type 1 Diabetes might never get a life insurance policy.

YOU ARE NEVER TOO YOUNG OR TOO HEALTHY
YOU WILL BE TOO OLD AND TOO SICK

08/09/2021

SENIOR LIFE for those who have no life insurance or final expenses. The only insurance that counts is the one you have when you die. Does not matter your health conditions and provides discounted mortuary services. Don't leave your family to find the money to bury you, be prepared.

08/30/2020

Now is the time more than ever to be prepared. Everyone needs a starting point. As I tell my clients, you are never too young or too healthy, but you will be too old and too sick. We truly never know when. LIFE INSURANCE can be used to create tax free income for retirement and can be used of critical illness and/or long term care. 67% of people over age 65 will need LTC in their future. GET THE FACTS.

01/27/2020

It is a very sad time for Los Angeles loosing Kobe Bryant. I am hoping that everyone has protection for their family, we never truly know when our time is up. It is very important to protect your family and even yourself. Life can provide retirement income and even help with critical illness and/or long term care. Let me know if you have any questions that I can help answer.

10/21/2019

Just had a client who finally wanted life insurance at age 30 after a friend died from heart disease at age 32. The $500 they plan to use for their monthly premium with Midland will create $81,000 annually tax free starting at age 67 until they die. It can also be used for long term care and/or critical illness with even a family member taking care of them. A great way to help with your retirement and protection for your family. YOU ARE NEVER TOO YOUNG OR TOO HEALTHY, you will be too old or sick. Just do it, the cost of a car payment can create a sure thing in retirement with no down side.

06/20/2019

I find it interesting that most people just wait until it is too late to get life insurance, long term care and much more. I always tell clients you are never too young or too healthy, but you will be too old and too sick, you just don't know when. Life products get protect your family, but they also can give you needed money in retirement that can provide if necessary money for long term care and/or critical illness. Better to start the conversation when you are in good health and know your options.

06/10/2019

The time is now to not only protect your family but yourself. We are never too young or too healthy, but we will too old and too sick, you just don't know when. Life insurance can provide not only financial protection for your family, but with the right product can you tax free income in retirement that can be used for critical illness or long term care. This is not one of those things that should be put on the back burner. The longer you have a policy the more income you can generate.

Address

Pasadena, CA

Opening Hours

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

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