We educate our clients in building and leaving a legacy for generations to come through financial pla
10/09/2024
My friend who used to be a Storm Chaser sent me this to pass on to people who are in the storm path. Be safe if youāre hunkering down but if at all possible, evacuate.
https://www.instagram.com/reel/DA4KSchySZm/?igsh=bWZ4dzg5Nno1MTBj
10/05/2024
Trumpās proposal for tax plan vs Harrisās plan. Had to put them in 2 separate posts since when I combined it into one, second one got lost in the body of the message.
CPA Explains How Kamala Harris NEW Tax Plan Will Affect Your Wallet! By a Trusted CPA: Learn how Kamala Harris Tax Plan will impact your finances.If Kamala Harrisās tax plan goes into effect, it will result in new tax deductio...
10/05/2024
Trumpās proposal for tax plan vs Harrisās plan. He to put them in 2 separate posts since when I combined it into one, second one got lost in the body of the message.
CPA Explains How Donald Trump's NEW Tax Plan Will Affect Your Wallet! By a Trusted CPA: Learn how Donald Trump's Tax Plan will impact your finances.Former President Trump wants to introduce new tax cuts, new tax credits, and ev...
11/08/2022
Key person life insurance
As a small business owner, how do you benefit from these contracts
Key Person Life Insurance Key Person Life insurance is simply a contract when you use life insurance (term or permanent) to insure an important individual of a company. This is usuall...
09/14/2022
September is Life Insurance Awareness Month! If you've been slacking on applying for coverage, now's your chance to apply in the simplest way available!
Just copy and past the link below to your browser, answer a few health questions, and we'll handle it from there!
https://dfg.ilife.tech
Don't wait until it's too late!
How long would it be before you'd need financa; help if a primary wage earner died? Make sure neither you, nor anyone else in your family has to experience life in need.
08/18/2022
What if I told you you could get your money back from your term life insurance policy if you don't use it?
YOU CAN! Now you have no excuse to avoid getting coverage! Call us today and ask for term life with return of premium!
08/06/2022
Please leave us a review on our page so we can help more people like you!
08/01/2022
What does life insurance do?
-Gives you peace of mind
-Pays for immediate costs at death such as the funeral
-Allows your family to continue living their current lifestyle by helping pay for the mortgage and groceries
-Pays for future costs such as college, and weddings
Most people don't realize how important life insurance really is. Make sure your loved ones are protected, call us today to discuss your needs.
614-441-2051
"IUL"
Otherwise known as Indexed Universal Life. Sound like the name of ride at Disney? It isn't but it definitely has some peaks and thrills you should know about!
IUL's are a type of life insurance policy with a cash value that grows according to the index the carrier assigns. (In other words, it is a life insurance policy with somewhat of a "personal bank account" that grows money in the form of interest).
There are 5 types of Indexed Universal Life, watch this video and let us know your thoughts in the comments!