A level premium or limited premium whole life insurance can:
- provide asset reallocation and repositioning to serve your long term care needs
- be a gift to your grandchildren or children aside from using your Living Trust for gifting
- used to open a retirement plan instead of an IRA by end of the year for tax purpose
- is a tax free way of cash accumulation and distribution
- create an immediate estate to replace funds lost in stocks and other investments
- secure your family’s finances in event of death
- provide emergency funds since you can borrow from its accumulation
- increase your wealth base, long term, safe and secured/guaranteed
- be a collateral for a bank loan
- ability to invest cash value in growth securities
- tax free death benefit and tax free growth
- disability protection
- self funding
- distribution like a will
- protection for an instant permanent estate
- liability protection
- asset maximization
Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com CA Life Lic 0G60621 in 50 US states. Offices in San Jose, San Ramon and San Mateo
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Bay area ads: Today the following are needed: nanny in Palo Alto, caregiver in the Evergreen hills of San Jose and in a carehome in San Jose, Connie’s marketing assistant in 50 US states (commission basis)
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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