Phone: 619-977-1441

Guaranteed Income Benefits for Life.

Benefits for Life

Guaranteed Income Benefits for Life



If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 619-977-1441. To sign up for a free consultation or to just get more information click here.

Project Description

Thank you for your interest in the 7% return (accumulation value) FIA product that is coupled with a guaranteed lifetime income you can never outlive.

The concept of using tools to provide a guaranteed lifetime income stream is more important than ever in a time when the stock market has been down 46% (2000-2002) and 59% (2007-March 2009).

We understand clients are worried about running out of money in retirement and for many clients the answer to this problem will be using a Fixed Indexed Annuity with guaranteed income for life benefit.

To learn about one particular product that returns a compounded 7% for the “accumulation value”(which is more fully explained in the presentation),  please watch the video presentation.

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Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone 619-977-1441. To sign up for a free consultation or to just get more information click here.

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 619-977-1441. To sign up for a free consultation or to just get more information click here.

Single Premium Life for Long Term Care Insurance



We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 619-977-1441. To sign up for a free consultation or to just get more information click here.

HEAP - Home Equity Acceleration Plan



If you would like have our office run the numbers on your mortgage  to determine how quickly you could pay it off and how many thousands of dollar in interest you could save, please click here to email us or phone 619-977-1441. To sign up for a free consultation or to just get more information click here.

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