Take Care of Yourself and Your Loved Ones

Annuity

up to 35% Sign On Bonus!

Life Insurance

Long Term Care: as low as $20 Premium

Health Insurance

COBRA Alternative: Lower Premium by up to 80%

Retirement Account

Roth 401K/IRA Conversion

Annuity

up to 35% Sign On Bonus!

Life Insurance

Long Term Care: as low as $20 Premium

Health Insurance

COBRA Alternative: Lower Premium by up to 80%

Retirement Account

Roth 401K/IRA Conversion

Annuity

This is me

My 401K/IRA suffers from a market downturn. I am a long term thinker for myself and my family. I want to create a recession-proof solution:

My money grows as market goes up

I will have a fixed income upon retirement

I don’t lose money when market goes down

I choose an Annuity for me or my loved ones

How we help?

We can guide you through various Annuity products and find the best solution.

Life Insurance

This is me

I am a California/Washington resident, for now or forever. I want to:

have flexibility from the state-mandated 58% Long Term Care tax

enjoy LTC protection regardless where I am – California, other states, or even other countries

minimize my monthly LTC premium (say $20 a month) – but still enjoy it when I need it

How we help?

We can guide you through various Life Insurance products (with an LTC rider) and find the best solution.

Health Insurance

This is me

I am in between jobs.

I have 60 days to elect COBRA

But it’s expensive

It’s exhausting to shop alternatives

Because my focus is on locating the next job

Give me a no brainier plan to switch to

How we help?

We can help you save on average $6,000 annually on fixed medical costs, and up to 80% out of pocket expenses.

Retirement Account

This is me

Roth conversion: it’s not a matter of “if”, but “when”. Because:

I know tax rate will increase in the future

But I want to avoid big tax liabilities

I need a long term plan to do the conversation

Maybe not at once, but at a pace I control

How we help?

We can help you plan a strategy to gradually convert your 401K/IRA to Roth, without bumping into the next tax brackets.

Annuity

This is me

My 401K/IRA suffers from a market downturn. I am a long term thinker for myself and my family. I want to create a recession-proof solution:

My money grows as market goes up

I will have a fixed income upon retirement

I don’t lose money when market goes down

I choose an Annuity for me or my loved ones

How we help?

We can guide you through various Annuity products and find the best solution.

Life Insurance

This is me

I am a California/Washington resident, for now or forever. I want to:

have flexibility from the state-mandated 58% Long Term Care tax

enjoy LTC protection regardless where I am – California, other states, or even other countries

minimize my monthly LTC premium (say $20 a month) – but still enjoy it when I need it

How we help?

We can guide you through various Life Insurance products (with an LTC rider) and find the best solution.

Health Insurance

This is me

I am in between jobs.

I have 60 days to elect COBRA

But it’s expensive

It’s exhausting to shop alternatives

Because my focus is on locating the next job

Give me a no brainier plan to switch to

How we help?

We can help you save on average $6,000 annually on fixed medical costs, and up to 80% out of pocket expenses.

Retirement Account

This is me

Roth conversion: it’s not a matter of “if”, but “when”. Because:

I know tax rate will increase in the future

But I want to avoid big tax liabilities

I need a long term plan to do the conversation

Maybe not at once, but at a pace I control

How we help?

We can help you plan a strategy to gradually convert your 401K/IRA to Roth, without bumping into the next tax brackets.

Book A Free Consultation No Strings Attached

Have a licensed advisor talk to you on our dime. Get connected immediately:

Name *Required

Age *Required

Gender

*Required

Male
Female
Other

Zip Code *Required

Phone *Required

Topics to discuss:

*Required

Annuity
Life Insurance
Health Insurance
Retirement Account

I accept terms and conditions *Requires your consent