Retirement savings plan Hi, Hope all is well with your family and circle. Do you have time for 15-min zoom chat about your retirement plan that is safe, avoids probate, fees are less, taxes are less and guarantees a lifetime retirement income? Is each dollar in your investment account equal to a life insurance amount?Continue reading “Retirement savings plan”
Tag Archives: CALPERs
401k to annuities plan worksheet
Gather your current financial plan and evaluate your retirement goals. Do you think you will outlive your savings? If yes, text 408-854-1883 for our field underwriter to show you a plan. Do review your current plan with your family, advisors and other pros. Fixed Index Annuities are savings you wanted to keep for at leastContinue reading “401k to annuities plan worksheet”
Notice Regarding Standards For Medi-Cal Eligibility, Save A Senior
If you or your spouse is in or is entering a nursing facility, read this important message! You or your spouse do not have to use all your resources, such as savings, before Medi-Cal might help pay for all or some of the costs of a nursing facility. You should be aware of the followingContinue reading “Notice Regarding Standards For Medi-Cal Eligibility, Save A Senior”