Fixed Index Annuity
Now you have an option to accumulate your money outside of the bank CDs. At age 40plus, you want a stronger vehicle with protection of principal and growth up to 5% with no market risks.
vs Bank CD
Contact Connie Dello Buono for a Fixed index annuity that is favorable than the bank CDs. 408-854-1883 firstname.lastname@example.org or email@example.com
Let me help you minimize taxes and realize more money in your pocket. I work with corporate lawyers, CPA, insurance agents and other experts in helping doctors, dentists and other health care professionals reduce taxes in buying or selling their medical practice.
I help them have a proper corporate structure to get a tax efficient way of distributing their assets and with the end result of reducing taxes. Both parties, the seller and buyer get the benefit of reduced taxes and proper asset allocation.
Contact Connie Dello Buono 408-854-1883 firstname.lastname@example.org in 50 US states.
Life teaches us a lesson. Before we lose everything, create a budget and save.
It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments.
Call for appointment. Connie Dello Buono, retirement planner CA Life Lic 0G60621
California and 50 US states
1708 Hallmark Lane San Jose CA 95124
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.
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 email@example.com. We are in 50 US states. CA Life Lic 0G60621. 1708 Hallmark Lane San Jose CA 95124
A 45-yr old doctor who bought an IUL policy for cash accumulation, health benefits and death benefits vs a 47 yr old doctor.
Call Connie Dello Buono 408-854-1883 firstname.lastname@example.org CA Life Lic 0G60621 for an IUL policy with tax free accumulation with living benefits for terminal, chronic and critical illness added at no cost and investment with returns up to 13%, safe and all in one policy. We are in 50 US states. Now hiring, business owners/agency owners.
Financial Coach-Agency Owner