Can you sleep at night? What does retirement mean to you? We help you with your retirement income from living trust to fixed index annuities. Living trust starts at $600.Our team of advisors will guide you to be with retirement income with less market risks, less taxes and less fees.Connie Dello Buono 408-854-1883
Category Archives: wealth
Why annuities
Now that I’m in my 60s, I want to be taking less risks in return for a fixed stable income from Fixed Index Annuities with bonuses and access to funds during illness and tax advantage withdrawals. Connie Dello Buono, Wealth strategists, Life lic, Annuity financial rep. 408-854-1883 email motherhealth@gmail
Series 65 Vocabulary – Investment Advisor
I. Economic Factors and Business Information (15%)The 20 scored questions in this section test your knowledge of various aspects of business and economics. Basic Economic Concepts (6 questions)Financial Reporting (4 questions)Analytical Methods (4 questions)Types of Risk (6 questions)II. Investment Vehicle Characteristics (25%)The 32 scored questions in this section test your knowledge of various characteristics ofContinue reading “Series 65 Vocabulary – Investment Advisor”
CA, NV, TX, WA for tax efficient retirement
Connie Dello Buono , Life licensed for CA, WA, TX, NV to serve those who wants a retirement savings plan that is tax efficient and starts with a living trust to protect beneficiaries. Do avail of allowed gift tax for your children which you can place inside an index universal life insurance or whole lifeContinue reading “CA, NV, TX, WA for tax efficient retirement”
Greatest wealth transfer 7pm today
Calling all licensed life insurance agents
Let us help each other by creating a lifeinsurance playbook on what works and does not work. Where to find leads and creating connections. Text me at 408-854-1883 What do you like in an insurance carrier and IMO if you are the CEO of your company? Why did you license as an insurance life agent?Continue reading “Calling all licensed life insurance agents”
Certainty in life
What will happen to my family if I die today? More than 5 insurance carriers, a life protection with access to funds, diabetes ok, save for retirement. A privilege to be approved for a life insurance policy that allows you access during critical illness and save some portion for retirement savings. Protect your mortgage, familyContinue reading “Certainty in life”
What millennials need
Millennials, also known as Generation Y or Gen Y, are the demographic cohort following Generation X and preceding Generation Z. Researchers and popular media use the early 1980s as starting birth years and the mid-1990s to early 2000s as ending birth years, with the generation typically being defined as people born from 1981 to 1996.Continue reading “What millennials need”
Using Linkedin to increase your sales connections
At 3pm today, 22-July-2022, I will use zoom to provide tips on how I use Linkedin to increase my sales connections and brand. There are other tools that can capture email in Linkedin in auto mode using seamlessai and biglinker. But, you can also do it manually by finding keywords and search tips to findContinue reading “Using Linkedin to increase your sales connections”
What is more important during your retirement
Retirement income fund for 5 years only
On to your next vacation? Retirement income fund only for 5 years! 2.75% interest for financed money (like a mortgage) towards your retirement with only your life policy and down payment as your leveraged retirement plan that you fund for 5 yrs only (50:50). Estimate your retirement here: https://lnkd.in/gFrUSSY Many years of working have usContinue reading “Retirement income fund for 5 years only”
Free retirement plan fund for 5 yrs only
Retirement income with no capital, market and tax risks , funded for 5 yrs only. Free seminar, contact Connie Dello Buono , connie@connielifeins.com , 4088541883 Zoom connie dello buono is inviting you to a scheduled Zoom meeting. Topic: Retirement plan fund for 5 yrs onlyTime: May 12, 2021 09:00 AM Pacific Time (US and Canada)EveryContinue reading “Free retirement plan fund for 5 yrs only”
Fund your retirement like the rich
Hi, The rich used premium financing to fund their retirement and build a bigger estate, similar to getting a mortgage to acquire a million dollar house.With leveraged retirement, the attached files will show you results when funding your retirement for only 5 years while the lenders (only life insurance policy as collateral), funds your retirement forContinue reading “Fund your retirement like the rich”