Many people are looking for a fulfilling career and might not have considered financial services. We help people from all walks of life transition into a lucrative career in finance!
Priorities are shifting as more of us are looking for fulfilling and rewarding careers. The top five priorities are listed below and we've got em' all!
Sophia Dudley was young, healthy, and had just given birth to her and husband Carlton’s fourth child. Life was good – until Sophia was shopping at the local supermarket and suffered three consecutive heart attacks. In an instant, this two-income family dropped to a zero-income family as Carlton had to take off work to care for Sophia and their children. Listen as the Dudleys describe what Alliance Group was able to do for them, and how Living Benefits saved them from financial disaster.
Keith Rowe was in the best shape of his life. As a soldier on active duty, he was fit and healthy. He had no idea that he would soon be in the fight of his life. After experiencing symptoms while away at a military training school, Keith was diagnosed with testicular cancer. Over the next several years he would battle through the initial diagnosis, remission, and then a recurrence eight months later which necessitated three rounds of grueling chemotherapy. Keith was able to use the Living Benefits on a permanent life insurance policy he had set up as a tax-free retirement vehicle years earlier to get $60,000 in his hands when he needed it most. He says putting that policy in place was one of the best decisions he ever made.
Kevin Hay was a perfectly healthy man in his 40's, running a successful chiropractic practice and raising six kids with his wife, Shannon. He started funding an IUL policy with Living Benefits as a means to plan for retirement. Kevin had no way of knowing how that decision would wind up shaping the future of his family for generations to come. Watch as Shannon tells the story of the three separate times that Kevin's IUL plan sprang into action for his business and his family when it was needed the most.
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