If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”
Tag Archives: Probate
Asset protection from MediCal recovery
Long term care is costly. Be proactive, include a life insurance agent and estate planner/lawyer in your retirement planning. Text 408-854-1883 for tax free, avoid probates Index Universal Life Insurance, to grow your savings for lifetime retirement savings and for lifetime retirement income, with no negative returns like 401k, Athene Fixed Index Annuity can avoidContinue reading “Asset protection from MediCal recovery”
Estate Planning for Business Owners
estate_plan_ for business owners The irrevocable life insurance trust is not the only form of trust that’s useful with an estate plan. There are actually several different types of trusts that have important roles to play in the estate planning process. One of the more popular trusts is the so-called “living trust,” more technically knownContinue reading “Estate Planning for Business Owners”
What happens when somebody dies?
<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/what-happens-when-somebody-dies-estate-taxes-revocable-living-trust-california” title=”What happens when somebody dies, estate , taxes, revocable living trust california” target=”_blank”>What happens when somebody dies, estate , taxes, revocable living trust california</a> </strong> from <strong><a href=”http://www.slideshare.net/clubalthea” target=”_blank”>connie dello buono</a></strong> </div> ———– Now hiring part time or full time financial pros 408-854-1883 motherhealth@gmail.com http://www.pfaonline.com Join now, enter PFA IDContinue reading “What happens when somebody dies?”