Medicare Advantage AEP Deadline: Dec 7, 2020 | ACA (ObamaCare) Deadline: Dec 15, 2020
ENHANCE YOUR BUSINESS, WITH OUR SUPPORT
Life Insurance
- Replace income for your dependents when you die too soon
- Protect your spouse/dependents from your debts when you die too soon
- Create an inheritance for heirs
- Estate Planning
- Final Expense
- Pension Max
- Group life insurance for businesses
- Buy/Sell Agreements
- Create a source of savings
Health Insurance
- Individual/Family ‘Obamacare Plan’
- Medicare Advantage Plans & Medicare Supplement Plans
- Prescription Drug Plans
- Medicare Savings Program & Extra Help for Prescription Drugs
- Group Health Benefits
- Dental & Vision Plans
Real Estate
- Buy, Sell, Invest
- Residential, Commercial
- First time home buyers, Veterans, Teachers, First Responders
- Foreclosures, Land/Ranch, Multi-Family
- Realty Firm Global is the real estate broker
Income Tax (Individuals / Businesses)
- Personal & Business Tax Preparation
- Bookkeeping Services
- Payroll Services
- Tax Problem Resolution
- IRS Representation Services
- Audit Protection Plan
Tax Reduction Strategies
- Traditional IRA for individuals
- SEP IRA for self-employed, freelancers and small-business owners
- 412e(3) Defined Benefit Plans for individuals and businesses
Retirement Plans
- Tax-Free Retirement (IUL vs Roth IRA)
- Guaranteed Income for Life with Annuities
- 401K Rollovers (layoff, retirement, change job)
- Traditional IRA for individuals
- SEP IRA for self-employed, freelancers, small-business owners
- 412e(3) Defined Benefit Plans for individuals and businesses
- Bank-finance retirement program for high-income earners such as business owners, physicians, attorneys, etc.
Mortgage Protection Plans
- Term insurance to protect 30 years mortgage
- Restructure/refinance existing mortgage term to include living benefits
Four Things Your Mortgage Can’t Do
- Provide you with a way to pay off the house if you die
- Provide you with income to cover the mortgage if you become sick
- Being able to pay itself off early
- Provide you with a supplemental retirement income without taking equity from your house
College Funding
- IUL vs 529 Plans
- IUL vs Mutual Funds
Other Services
- Final Expense
- Long Term Care
- Disability Income