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Millions of people just like you are turning some of their retirement savings into a permanent income stream for life! Click the button to learn how.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s where guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
Leave a Legacy For My Family In Case I
Die Too Soon.
Cover The Cost of Raising My Children In Case I
Die Too Soon.
Pay My Mortgage & Other Debts Off In Case I
Die Too Soon.
Act as Collateral For My SBA Loan in Case I
Die Too Soon.
(This includes savings, 401(k), 403(b), TSP, Brokerage, CD's, and other assets)
testimonials
testimonials
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I have been a life insurance, annuity, and long-term care planner for over 35 years. I have helped hundreds of clients, many of whom are nearing or in retirement, achieve their financial goals and peace of mind. I take my job seriously and find it rewarding to bring my clients a sense of security and freedom.
I grew up in Laurel, Mississippi, and graduated from the University of Mississippi School of Business with a degree in marketing and a minor in economics. I am also a proud U.S. Army veteran and served my country as an artillery officer in Vietnam, where I was awarded the Bronze Star medal for valor.
Throughout my career, I have received numerous awards for sales and leadership, but I am most proud of the awards I have received for client satisfaction. I am also a Chartered Financial Consultant, a Retirement Income Certified Professional as well as a licensed Investment Advisor Representative.
I am married to Ann and we have four grown children and ten grandchildren. We are active members of Pinelake Church, where I have served as a Deacon.
IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:
You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.
Step 1 Click the Orange Button Below to schedule your private Zoom call with {agent first name}
Step 2 Choose the date and time that works best for your schedule
Step 3Put your credit card away. There is NO COST to this Zoom chat
By this time tomorrow, you could be on your way to putting these financial choices to bed…
Click The Button Below to Schedule a Consultation with us Today!
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Download Your Copy Today!
“There’s no cost to this booklet because every
woman should have these answers when they need them”
Just enter your name and email below to get the
booklet in your inbox…
