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 Insurance Life, Disability, LTC, Fixed and Indexed Annuities, Medicare Part C & D, and Health. (Independent agent working with the top insurance companies) Retirement Design porfolios for clients who never want to lose money, never want to run out of money, reduce their tax liability, and increase their retirement income. Capture Market Gains Without Any Risk Many people we have helped have come to us with horror stories of how much they ve lost in their retirement accounts, even afterrecent gains. We offer a truly amazing product...called a fixed index annuity. This type of investment offers the potential for market accreditation without downside losses. "Heads you win...tails you break even... Without Reducing Your Principal! Significantly Reduce Your Taxes Our country s founders had a "tea party" long ago to dispute excess tax, yet too many retirees these days are simply unaware that they are being hammered by true "Double Tax". It s the IRS s required tax on Social Security benefits, and it can tax as much as 85% of your benefits! Our experts can quickly diagnose this problem, and then show you a simple, yet sophisticated way to reduced this tax liability... Without Reducing Your Principal! Never Worry About Out Living Your Money With dramatic advances in heakth care and with living a healthier lifestyle, many people ages 55-75 today can fully expect to live well into their 90s. Unfortunatly for too many older retirees, thought they would likely pass at a younger age. The good news is that they are still with us; the bad news is that too many of them just don t have the funds to support themselves. We can help you. We can make certain that you will never run out of money, no matter how long you live... Without Reducing Your Principal! Increase Your Monthly Income With rising costs of gasoline, prescription drugs, taxes, and everything else today, retirees on fixed incomes often do not have enough income. Our solutions provide extra income to people who need more monthly income to keep up with today s ever growing bills... Without Reducing Your Principal! Comprehensive College Planning and Funding Program check out www.college-funding.org for more details. Neighbors is a community based service organization that works in partnership with parents and students for over 20 years and connects students and parents with endowment resources of colleges nationwide. Their call indicates 30 or more schools have expressed an interest in your student and those colleges may be willing to provide $5,000 per year or more to assist with your student s education. That could be $20,000 or more to help with your student s education. We are a national community service organization that gets referred to students that are in the process of planning and preparing for college. When they fill out the registration form, there is a place they can check if they are interested in colleges or foundations that might help them in funding their higher education. We received a referral to your student from the American College Student Registry. We have some 4500 colleges, both public and private across the country that profile for us, the kinds of students they would like to recruit to their campuses, and that they would be willing to provide endowment scholarships to help these students attend. These are based on the student s talents and areas of interests and has nothing to do with household income or assets. Again, these are talent and merit based awards. You will receive my personal letter of introduction as well as a link to our web site, so you can learn about the mission of our organization and preview the process. A link will also be provided for the actual qualification questionnaire you need in order to apply. South Florida SR Alliance - Service and Respect for Seniors A great source for a wide range of ethical, competent and trusted solutions for seniors. Check out www.sralliance.us Call 954-796-0065 To Make an Appointment Today! |