First Financial Security -Chuck Vota

First Financial Security -Chuck Vota Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from First Financial Security -Chuck Vota, Finance, 2900 S. Harbor Boulevard #225, Santa Ana, CA.

As an agent, you help clients throughout their retirement journey. With American Equity’s ClientAssist tool, you can foc...
10/19/2021

As an agent, you help clients throughout their retirement journey. With American Equity’s ClientAssist tool, you can focus on the things that matter most for your business: your clients.

Find out how ClientAssist can help you save time and stay connected.

ClientAssist is a free virtual office assistant for financial professionals appointed with American Equity to help them stay engaged with clients.

Life insurance still exists for its primary purpose — to ensure financial security and put a legacy in place for your fa...
10/13/2021

Life insurance still exists for its primary purpose — to ensure financial security and put a legacy in place for your family — but it is important to know all the different ways life insurance can help you as a financial tool. Whether it is through living benefits, market protection or more, check out our blog post to learn how life insurance can fit into your financial plan. https://bit.ly/3iHuaHw

Few people have heard of the many ways life insurance can be used as a financial tool.

Life has changed for us all. Now, more than ever, it’s essential help make sure your clients and their loved ones are pr...
09/22/2021

Life has changed for us all. Now, more than ever, it’s essential help make sure your clients and their loved ones are protected. September is Life Insurance Awareness Month … Is Life Insurance Part of Your Clients’ New Normal? http://ow.ly/gzjL50Gan6r

If flexible coverage and growth potential are important features to you, consider Columbus Life's IUL.Share this Video:https://youtu.be/9tk8XpX-ddcSubscribe ...

Fixed index annuities like the IncomeShield Series can help provide the financial dignity of knowing you have guaranteed...
09/06/2021

Fixed index annuities like the IncomeShield Series can help provide the financial dignity of knowing you have guaranteed lifetime income in your retirement portfolio.

Visit our product website for more details on how the IncomeShield works.

The American Equity IncomeShield Annuity offers choices for growth opportunities, principal protection and flexible lifetime income payouts.

Compound interest makes it easier to reach your retirement goals by spending less time and effort than if you started sa...
07/20/2021

Compound interest makes it easier to reach your retirement goals by spending less time and effort than if you started saving later. The sooner you start to plan your retirement, the sooner you can start to accumulate wealth, weather short-term market fluctuations, and take advantage of compound interest. Learn this and other ways young people can plan for retirement by reading our latest blog post. https://bit.ly/36FVG1F

The sooner you start to plan your retirement, the sooner you can start to accumulate wealth, weather short-term market fluctuations, and take advantage of compound interest.

Confidence in financial services is increasing as the economy recovers and more adults gain faith in their insurance com...
07/08/2021

Confidence in financial services is increasing as the economy recovers and more adults gain faith in their insurance companies. Learn how to protect your future. https://bit.ly/3AxWUJY

TweetShareSharePin0 Shares

On June 4, our Financial Friday Round-up linked to a surprising report from Money which found that $1.35 trillion is sit...
06/09/2021

On June 4, our Financial Friday Round-up linked to a surprising report from Money which found that $1.35 trillion is sitting in forgotten 401(k)s, with an average of about $55,000 per account. As changing jobs becomes the norm, more and more Americans are forgetting to roll over their contributions before switching positions. Check out this piece for more information. https://bit.ly/3g8gcxG

The estimated average size of those old accounts is $55,000.

Our   Round-Ups are dedicated to bringing you the best links about finances every week. In the May 14 issue, Forbes make...
05/21/2021

Our Round-Ups are dedicated to bringing you the best links about finances every week. In the May 14 issue, Forbes makes planning for retirement a little easier by compiling a list of cities with the greatest value for retirees. https://bit.ly/3hIo35Y

Forbes compared nearly 800 locales in America, on everything from housing costs and taxes to healthcare, air quality and climate change and natural hazard risk. These are the top 25 cities for retirees.

We take things for granted.  For example, we just expect that we will see our spouses today.  We just expect that our fr...
01/27/2021

We take things for granted. For example, we just expect that we will see our spouses today. We just expect that our friends & loved ones will just be there today. We do this because we don't want to face the reality that those we love MAY NOT BE HERE TODAY.

When "life happens"? How will you adjust? How will you EMOTIONALLY & FINANCIALLY carry on ?

Life is filled with endless unknowns, don't leave your FINANCIAL READINESS to chance too!

Please message us for a private discussion!

Maintaining a good system for keeping tax records is essential for any small business owner. Proper tax records will sav...
01/22/2021

Maintaining a good system for keeping tax records is essential for any small business owner. Proper tax records will save you stress in April, bring you larger deductions, and keep you prepared in the face of a potential audit down the line. For tips and tricks on how to be a good recordkeeper, check out our latest blog post. https://bit.ly/3c1WLF6

Congratulations our team member breaking the sale record on premium finance! If you would like to have more details in p...
01/09/2021

Congratulations our team member breaking the sale record on premium finance! If you would like to have more details in prequalified, please schedule appointment with us today.

Congratulations Team Resilience on your record-breaking $12M sale with FFS! 2021 is off to a strong start!

Happy New Year 2021!
01/01/2021

Happy New Year 2021!

Address

2900 S. Harbor Boulevard #225
Santa Ana, CA
92704

Alerts

Be the first to know and let us send you an email when First Financial Security -Chuck Vota posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to First Financial Security -Chuck Vota:

Share

Category