We are helping families create financial independence through tax-free retirement strategies, LTC
10/19/2023
SAVE THE DATE – In celebration of National Hispanic Heritage Month, join company leaders, entrepreneurs, and pro golfer Azahara Muñoz as they celebrate culture, business, and family. Register now: https://bit.ly/45Dvwsq
10/18/2023
Transamerica is proud to have been recognized on the Forbes “Best Life Insurance Companies of October 2023” list for best reliable policy illustrations. Read more: https://bit.ly/45K5ggg
07/06/2023
Whether Nationwide, Transamerica, or the other top performing IULs in the market, my team has them all to help our clients. Reach out to learn how to take advantage.
06/27/2023
✅Using the 4% Rule, having $1.3M saved will yield you an annual income of $52,000, not bad.
That's $4,333 a month or $1,083 per week; hopefully this replaces your earned income you made on the job.
🛑 BUT wait, you forgot about Uncle Sam and his 40% cut!
❇️$1.3M × 40% = $520,000
You lost almost 1/2 of your 401 (k) or IRA money because of taxes !! How's that FAIR?
💡 So there are a few ways to combat that is to
A) start investing earlier, preferably in your 20s
😎 place 10% to 20% of your income inside of a Wealth Accumulation Plan via Index Universal Life policy!
✳️This account grows on a tax deferred basis and also allows for tax free income distributions!
So if you have $1.3M inside of an IUL, you have $1.3M.
✅If you have $1.3M inside of a 401(k), you actually only have $520K.
Which do you prefer? yes
Don't wait to get started! We can help you!
05/10/2022
Congratulations to my sister Maria Saez!! She went to our amazing retreat in Orlando, met our FC Eric Olsen, and became so inspired she ran and earned her promotion for Senior Associate!! So proud and happy for you!