They understand what they can afford, want to plan for their future, and want financial freedom at an early age.
They know that paying 3% in admin fee to a mutual fund over 20 years will take away 60% from their accumulated money.
They pay themselves first each month using a tax free savings plan called Index Universal Life Policy (a supercharge Roth IRA) growing at 8-13%.
They align themselves with those who have successful financial strategies using index strategies.
They leverage many tools to control a big investment using small risk as possible.
They set a high standards for themselves.
They use time as strategy.
They buy properties when cap rate is 10 or higher based on NET income.
They buy and sell properties or business with an exit strategy.
They save more than 10% of their earnings towards their retirement savings starting at a young age of 25.
They protect their assets, income, savings, life using asset protection such as Index Universal Life policy and estate planning.
They live simply, not spending what they cannot afford if these investments will not add value to their bottom line.
They believe in an INCANTATION that they can create abundance with happiness and service to others.
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If you want all of the above, let me help you with a no risk savings/retirement plan using an IUL. Call Connie Dello Buono 408-854-1883 motherhealth@gmail.com. We are in 50 US states. CA Life Lic 0G60621. 1708 Hallmark Lane San Jose CA 95124
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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