What to Expect During Your First Meeting
I’ve been working with Families for over 16 yrs helping them develop their Estate & Retirement plans. One thing I’ve learned….PEOPLE HATE CHANGE! They avoid it like the plague & resist every step of the way. But like rain, change is inevitable. But YOU can control the outcome! Just grab an umbrella and you won’t get wet. It’s the unknown & unexpected that we fear. So let me help you gain some understanding as to how I work with my clients to help remove some of the fear of the unknown.
During your first no-obligation strategy session, I’m going to help you eliminate your biggest fear of all…losing the wealth you’re trying to create for your retirement. There are a number of predators out there that can take a huge bite of your nest egg. I’ll help you identify & eliminate them.
By the end of the call you’ll have a plan of action to help you envision your retirement future. You’ll also have an opportunity to learn more about me & what I bring to the table. If I’m a fit, perhaps we can continue this journey together to accomplish your vision. If not, we can part friends. But at least you’ll have some strategies you may not have know about before.
Your Peace of Mind is Our Highest Priority!
Our Guarantees to you
- Your nest egg is safe! You can never lose principal due to Stock Market declines.
- You’ll be able to get income for the rest of your life even if the account balance goes to zero!
- You won’t pay any taxes on the funds until you draw money out.
- You’ll have finances to help pay for Long Term Care.
- The surviving spouse can take over the policy.
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