SOLUTIONS for FINANCIAL WELLBEING -
Posts tagged life insurance
Banking Strategies Webinar Handout
Mar 15th
Click on the link below to view my Banking Strategies webinar presentation handout. You may print it and take notes as I present to you via a live gotomeeting webinar or you can read through it now and call me to ask any questions you may have. I hope this information opens your mind to a whole new world of financial possibilites. I look forward to discussing this banking method with you soon.
Banking Strategies Webinar Handout.
If you are interested in a free, personalized, no obligation analysis, Click Here to fill out our request form and we can get started on your financial freedom and wellbeing now. If you download the form you can fill it out on-line and then save it to your computer. You can then email it to me as an attachment to jennifer @ debtdiagnosis .com
Estate Tax Laws Have Changed for 2010 & 2011
Feb 15th
Minimize Taxes For Your Beneficiaries.
Many people feel they do not need a will because their taxable estate does not exceed the amount allowed to pass free of federal estate tax. These assumptions, however, should be reviewed given the current state of change in the federal estate tax laws. The federal estate tax laws in 2009, 2010 and 2011 are vastly different, for the moment and, therefore, it is important to have your will reviewed and updated as necessary this year.
Life Insurance, an asset class for general public for your Portfolio.
Dec 16th
Watch this CNBC interview about how Life Insurance is a safe asset that should be considered for your portfolio. You can be sure of a beyond decent return.
It is now an asset class for the general public. It has always been for banks, corporations and college endowments.
6 reasons to add life insurance as one of your assets, according to the CNBC interview.
1. High Rates of Return.
2. Mortality is recession proof.
3.Tax Free Gains.
4. Not correlated to stock market
5. Can be used for Charity.
6. Safe bet long term investment with high interest rates, virtually no volatility and it has a lot of liquidity during your lifetime.
Whole Life Insurance is not bad if you understand how it works.
Why I offer Dividend Paying Mutual Whole Life and NOT Universal Life or Equity Indexed Universal Life for the best ‘living benefit’ asset?
