Lindsey K Woods

04/26/2021

Do you agree with Buffet?

04/08/2021

Talking about SEP IRA accounts for business owners, self employed and entrepreneurs.

03/09/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

03/08/2021

We are thrilled to announce the first Power of Knowing seminar of 2021 will be hosted by renowned IRA expert Ed Slott, CPA. Join us on March 24th at 4PM ET to hear Ed share timely advice regarding a series of major changes to retirement tax rules that have taken effect, impacting all who are planning for retirement.
Please watch this brief video to learn more about Ed’s seminar: https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6233690656001

Register today! https://event.on24.com/wcc/r/3040820/236EE84D2A1C9693DA2365804334E0A9?partnerref=0210524

03/02/2021

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

02/23/2021

Want to learn more about what my career entails? New York Life is hosting a virtual career event on Wednesday, Feb. 24th at 5:00pm EST! Hear insights and ideas from New York Life Financial Professionals about how their practices have evolved to Financial Advisors of Eagle Strategies, a New York Life company, and are thriving in any environment. Register here: https://nylife.zoom.us/webinar/register/WN_yhEdecmxSy2IQ7FxpOA-PQ

02/23/2021

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

02/16/2021

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.

02/09/2021

Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can create tax-free income for your future retirement. Call me today to learn more. https://bcove.video/3hNaWOd

02/08/2021

Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financial future. See what else it can do:

Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

02/05/2021

Thinking about retirement outside of the US? Check out your options in these countries.

Think you might want to be an American expat, living in a less expensive country with a more hospitable climate? Here is reliable information you can use.