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Take control of your financial future.
✔️ Custom strategies to grow and protect your wealth
✔️ Retirement planning built around your life
✔️ A real opportunity to build residual income and be your own boss Alex and Liz Holland
ꜱᴇɴɪᴏʀ ᴍᴀʀᴋᴇᴛɪɴɢ ᴅɪʀᴇᴄᴛᴏʀ
ʟɪᴄᴇɴꜱᴇᴅ ꜰɪɴᴀɴᴄɪᴀʟ ᴘʀᴏꜰᴇꜱꜱɪᴏɴᴀʟ
ʟɪᴄ # 4189234

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𝘩𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘪𝘯𝘴𝘵𝘢𝘨𝘳𝘢𝘮.𝘤𝘰𝘮/𝘪𝘯/𝘦𝘤𝘢𝘴𝘵𝘪𝘭𝘭𝘰01

10/17/2026

What does $460,000 in a 401(k) look like as lifetime income? 📊

In this example, a husband and wife, 63 and 58, roll over $460,000 from a 401(k) into a Fixed Indexed Annuity (FIA). After one year, they turn on a guaranteed annual income of $29,893 for life.

This particular FIA also offers a chronic illness feature, adding protection if their health changes down the road.

Turning savings into predictable income can make retirement much easier to plan.

Let's build a strategy that supports your future. 🤝

10/16/2026

POV: You're 71 and want income you can't outlive. 🗓️

In this example, a 71-year-old moves $300,000 into a Fixed Indexed Annuity (FIA) and starts a guaranteed annual income for life.

An FIA can help protect savings from market losses while turning part of them into a steady paycheck in retirement.

It's never too late to build a plan around reliable income.

Ask us about income planning. 🤝

They had a retirement plan. 📊 What they didn't have was a plan to protect their family's income.Two incomes covered the ...
10/15/2026

They had a retirement plan. 📊 What they didn't have was a plan to protect their family's income.

Two incomes covered the bills, the retirement contributions, and the kids' needs. If one paycheck disappeared, the surviving partner would face gaps they never planned for.

Retirement savings are built for the future, not to replace lost income today. Pulling from them early can set your long-term goals back.

Protecting the income that supports your family today is part of preparing for tomorrow.

Ask us about income planning. 🤝

10/15/2026

Life insurance isn't really about you. 🤝 It's about the people who depend on you.

Your mortgage. Your kids' future. Your family's everyday expenses. None of these stop if your income does.

The right coverage helps the people you love keep their home, their plans, and their routine.

If someone counts on your paycheck, it's worth reviewing what you have in place.

Message us to learn more. 💬

10/14/2026

What if your child's financial future started the day they were born? 💰

This plan starts with $2,000 at birth, $750 on every birthday, and $250 a month along the way.

Starting early gives their money decades to grow, and time is the biggest advantage you can give them.

The earlier you plan, the less you have to put in later.

Follow for more tips on building lasting wealth. 📈

What if your life insurance could help you while you're still living? 🧠A serious illness can mean medical bills, time of...
10/13/2026

What if your life insurance could help you while you're still living? 🧠

A serious illness can mean medical bills, time off work, and big changes at home. Some policies include accelerated death benefit riders that may let you access part of the death benefit after a qualifying event.

Living benefits aren't included in every policy, and eligibility and amounts vary by condition, policy, and insurer.

Good planning looks at both the people you want to protect and the challenges you could face along the way.

Let's build a strategy that supports your future. 🤝

10/13/2026

What could $500 from every paycheck turn into? 📈

This video walks through setting aside $500 per paycheck into a max-funded IUL, a policy designed to grow cash value efficiently while keeping life insurance protection in place.

Small, consistent contributions add up over time, and that cash value can become a resource for retirement, emergencies, or opportunities.

How a policy is structured makes a big difference in how it performs.

Start planning smarter today. ✅

10/12/2026

Nobody told us life insurance isn't just about dying. 💡

In this example, putting $400 every two weeks into a cash value life insurance policy starting at age 30 builds up to $1.2M in cash you may access tax-free in retirement.

That's what people mean by "becoming your own bank": building a pool of money you control while your family stays protected.

Results depend on how the policy is designed and funded, so the details matter.

Ask us about income planning. 🤝

He thought life insurance was only about what happens after you're gone. 💡As he learned more, he found that some policie...
10/11/2026

He thought life insurance was only about what happens after you're gone. 💡

As he learned more, he found that some policies include living benefits that may provide financial support during a qualifying illness.

There's a trade-off to understand: using those benefits can reduce the death benefit left for your beneficiaries.

Knowing the benefits, limits, and conditions of your policy helps you make smarter decisions for your family.

Message us to learn more. 💬

10/10/2026

What is an IUL? 💡 It's a life insurance policy that grows cash value while protecting your family.

It can give you tax-free income in retirement, plus growth when the market goes up and protection when it goes down.

You can also access your cash while you're living, for emergencies, opportunities, or retirement.

Follow for more tips on building lasting wealth. 📈

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San Jose, CA

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+19256590620

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