No more sleepless nights over finances. With a Strategy that helps you protect your assets and build a future that lets you truly live.
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As a Senior Wealth Consultant at US Life, our team brings over 70 years of experience in the financial industry, dedicated to pioneering innovative solutions that transform our clients’ financial landscapes. My mission is to leverage our proprietary Flex Method to minimize risk while maximizing returns, ensuring that each client receives personalized and effective wealth management strategies.
Throughout my career, I have consistently demonstrated a commitment to excellence and a passion for delivering exceptional service. By staying at the forefront of industry trends and continuously enhancing my expertise, I strive to embody the innovative spirit of US Life. My approach is client-centric, focusing on understanding individual needs and crafting tailored solutions that drive financial success.
I am proud to be part of a team that values integrity, innovation, and client satisfaction. Together, we work towards achieving financial security and growth for our clients, making a positive impact on their lives and futures.
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Initial Contribution
Projected Annual Tax Free Income Age 65
Projected Tax Free Income Over the 1st 20 years of Retirement
Secure Your Retirement Savings: Avoid market risks and low-interest checking accounts. Invest in a life insurance policy to grow your savings tax-free and provide a death benefit for your loved ones
Optimize Cash Values: Use the cash values in your policy wisely. Instead of direct withdrawals, leverage them to meet opportunities and needs as they arise.
Keep Your Principal Growing: Each premium payment adds to your cash value, earning dividends or index participation without market risk. This ensures your funds continue to grow even when you start accessing tax-free income.
Live Well and Leave a Legacy: Enjoy retirement benefits and leave a significant tax-free death benefit for your loved ones.
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