Good day, and I hope you are having a good week.
Today I am posting a video blog on basic financial questions
you should ask yourself when you are considering your retirement options. This
is a process that I went through to choose different vehicles and the lessons I
learned about some principals that were not really accurate when it came to my
situation.
10 years ago when I briefly sold life insurance for
Primerica Financial Services, I was taught like many financial agents that the
motto is “buy term and invest the difference” when it came to life insurance.
The reason was that at the time the life insurance policies were not giving
enough of an advantage to be a good “investment” tool. Things have changed
drastically however, and about 6 ½ years ago while I was reading a book called Missed
Fortune by Douglas Andrews I learned that there is actually a great way
of using a properly structured Indexed Universal Life Insurance policy to
protect my retirement in addition to covering my bases in case I happen to pass
away untimely.
The person that helped me with this product in Southern
California is Zack Hubbard and he can be reached at 858-356-6550 or at www.wealthcareservcies.com
I also just recently found out that Primerica may have
similar products and I encourage you to get information from them through David
Wine at 760-730-0151.
Tell them AJ Farzad sent you. They will take good care of
you.
In all cases please know that I AM NOT A FINANCIAL ADVISER.
PLEASE USE THIS AS INFORMATION ONLY AND
CONSULT WITH YOUR ACCOUNTANT AND TAX ADVISERS BEFORE INVESTING IN ANY VEHICLE.
To your success till next week.
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