Call us today for the facts 301-237-7938
Surprises Are Seriously Overrated
Request a Comparison of Your Policies and Plans Based on Where You Are and Where You Know You Need to Be
Tax Free Retirement
The only thing better than a
Tax Deferred 401K plan is a
Tax Free Retirement Plan.
The Choice is up to you.
Life Insurance
The Game Has Changed; The Options Have Changed, The Cost are Lower and the Risk of Loss from the Mistake of Not Knowing is 100% Greater
The New Rules of Money / Chintana Vann & GWheelerJr / Mo Hamilton Show Interview / September 2011
Change Your Mindset, Invest In Yourself
The New Rules of Money
GWheelerJr & Chintana Vann
Majestic Moments - Mo Hamilton Show 9-27-2011.
Wealth Building, Asset Preservation, 401K Fallout, Indexing, Compound Interest, Tax Free Retirement, How to Not Outlive Your Money, Investment, Insurance, Savings, VFOX Island Private Equity. Tax Advantages, Tax Deferred, Tax Free Retirement, Tax Deductable, Tax Free, 401K, Annuity.
The New Rules of Money, Financial Preparation, Stock Market Alternatives, Fixed Income Asset Monetization, IUL, Indexed Universal Life, LISA, Social Security.
Financial Check Up, Financial Advisor, Self Assessment, Out-Go vs Income, Lunch & Learn, Employee Benefits, 529 Plans, Roth IRA, IRA, College Funding, Early Retirement, Wealth and Asset Preservation.
How to Do What You Want to Do and Make a Living at It, Your Financial Team, How to Diversify Your Income, Work from Home, Glass Steagall Banking Act, Gramm Leach Bliley Act, and Am-Asia.
Tailor Your 401K For Tax Free Withdrawals
Upside Gains With Zero Risk of Downside Loss Regardless of Market Swings
90% of qualified retirement plans are invested in the uncertainty of the Stock Market. Simply put, that’s gambling. The alternatives include new plans that index accounts to the stock market without ever directly investing in it. The result is GUARANTEED UPSIDE GAINS WITH ZERO RISK OF CAPITAL LOSS. The Best of Both Worlds!
Other Options:
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Disability Income
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Return of Premiums
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Annuity Benefit Payouts You Can Never Outlive
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Disability Income
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Anybody can make you money in a bull market
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Learn how he pro's do that day in and day out regardless of what the markets do
The Fall of 401k
Taxed as Earned, Taxed Deffered,
TAX Free
Time to Retire Your 401K
Retirement Planning, Estate & Living Benefits Planning Workshops
LISA - Life Income Savings Account
Why Look to the Uncertainty of a 529 Plan When you Can Set up Your Own Million Dollar Debt Free Baby Account
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Ever wonder what would happen if you redirected the cost of (1) cup of coffee per day to your own savings?
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Let us show you how to completely fund your childs college education cost on $5 - $8 bucks per day depending on age of the child. The time value of money is your biggest game asset.
Life Insurance
Better to Have and Not Need, Then to Need and Not Have!
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Term Insurance is the least expensive way to provide replacement of ones earning power and can be extended for a lifetime depending on the way the plan is structured along and health changes. Rates are based on life expectancy and cost per thousand.
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Whole Life Insurance is the most expensive form of life insurance and is the arch-enemy of Term Insurance because from the beginning, they both have always competed for the same consumer dollars and market share. The added savings element offered inside a Whole Life Policy is never ever justified and should be managed separately outside an insurance policy.
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Indexed Universal Life insurance attempts to offer you the benefits of both Term and a forced savings element under one roof. You have options regarding how interest is credited to your cash value. You can choose to have a fixed interest rate applied or have interest credited based on changes in a major market index. This kind of interest crediting strategy allows you to take advantage of changes in the market index without the risk of market losses. Minimum guarantees* built into your contract ensure that your cash value will not decline due to decreases in the Index.
