Peace-of-Mind, Safety & Guarantees
Helping small business owners and professionals to plan for their future financial security or over 31 years
Your Core Values - Do you relate?
Do you want your family to maintain the lifestyle you've provided if you die prematurely or if you get sick or hurt and can't work?
509-996-3425 Call me today or schedule a Zoom meeting
I look forward to learning about you and your business
My calendar is flexible!
Creative Solutions and a Collaborative Approach
I partner with your CPA
I am happy to partner with your CPA, attorney, financial advisor, insurance agent or other trusted professional in a team effort to recommend what is in your best interest.
Disability Income Protection (DI)
Would it bother you if you couldn't work to earn a living?
What is the value of your home, vehicles and 401K? Now multiply your annual earned income by the remainder of your working years until retirement. Of these four - which is your biggest ASSET? It's your EARNED INCOME and it's not even close. Doesn't it make sense to insure it?
Business Overhead Expense Insurance (BOE)
Would it bother you if your business had to close?
You've invested physically, emotionally and financially in building your business. Could it survive if you became seriously ill or injured? Don’t let your hard work and dreams end because of a disability. Keep the doors of your business open with “Business Overhead Expense Insurance” (BOE). It's even TAX-DEDUCTIBLE!
Life Insurance
Would it bother you if your family didn't have enough?
With life insurance - there are no "Do-Overs." Life rewards "ACTION" - NOT "Good Intentions." Is it important to KNOW your family will be taken care of when you die?
Annuities
Would it bother you if you ran out of money in retirement?
Instead, how about an ANNUITY - a "PERSONAL PENSION" guaranteed paychecks and "playchecks" for the rest of your life no matter how long you live or what the market is doing?
Tax-Free Retirement Planning
Learn what 85% of fortune 500 CEOs are using
Our national debt is in the trillions and out of control. Social Security and Medicare are seriously underfunded. Income taxes MUST GO UP in the future to solve it. The answer is TAX-FREE INCOME in retirement. Learn what high-income earners are using to create the ultimate "Jumbo Roth IRA" alternative on steroids.
Protect Your Business
Key Person, Executive Bonus and Buy/Sell Insurance
Do you have an employee who is truly "KEY" to your success that should be insured? Do you wish to reward or bonus them? Do you have business partner(s)? Do you both have the instant liquid needed to buy out each other's estate, should either of you die or become totally disabled? I can help you with all of these.