Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the retirement of your dreams.
How would you pay for out-of-pocket expenses associated with An unexpected serious illness or accident1?
• 30%, would borrow from credit cards
•17%, would borrow from 401(k) or other retirement account
•13%, would borrow from friends or family
•19%, have no idea what they would do!
Life Insurance with Living Benefits offers clients benefits when they need them most
Watch Cornelia's Story to learn more!
1“2011 Aflac WorkForces Report”, September 2011
Why pay for life insurance that only pays if you die? With Living Benefits you can access your life insurance death benefit in the event of a Negative Life Event like heart attack, stroke or cancer. Why sell "death only" life insurance when you can offer so much more to your clients?
Utilize a little know IRS tax code benefit to give your clients access to Tax-Free Retirement and Tax-Free tax free retirement College Savings account. Why pay taxes when you can have a Roth IRA on Steroids!
Do you have an old 401k? Ask me about Rollover to a no risk, no fee Index Account.
Today clients are looking for a simple and safe option for 401(k) and IRA rollovers. We offer a guaranteed income option for clients where they can set it and forgetting, with the security of knowing their retirement savings will be there when they're ready.
Nicole loves helping her clients create their own S.W.A.N plan to Sleep Well At Night… knowing their retirement funds and families are guaranteed to be protected and safe.
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, Nicole can help you create and enjoy the retirement of your dreams.
Cheryl Callen, CPA and Financial Advisor, was born and raised in San Marcos, CA, and graduated from San Marcos High School in 1977. She attended Palomar College before moving to the Coeur d’Alene area of Idaho. There, she operated a small business for 16 years with her family, and understands, first-hand, the situations small business owners face on a daily basis.
John helps middle Americans protect their finances by "disarming financial risk." This is currently a part-time effort following his passion to educate and empower all Americans to make sound, safe financial decisions to benefit themselves, their families and their charities while avoiding unnecessary risk, taxes and fees.
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See also: https://livingbenefitsexperts.com/nicole