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Leave Behind an Inheritance to Those You Love Most….
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Finally, Step 5 of Reverse Retirement is planning your legacy.
Your legacy is what you leave behind to the people who matter most to you after you’re gone…and it can be tricky to plan. Many people feel like they have to make a choice when entering retirement:
This can be a very tough choice. But with Legacy Planning, you might be able to have both!
We’ll show you how to set up a Legacy Plan in 30 minutes!
Schedule a Zoom call with me by clicking the button below!
Click The Button Below to Schedule a Consultation with us Today!
step 1
A Paid-Off House Tends to Make Life Easier…
Step 1 in Reverse Retirement is working to get rid of personal debt.
This includes things like:
– Your mortgage.
– Your automobile / boat / RV payment.
– All credit card debt.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.
step 4
Next, We Cover a Few “What If’s” in Life…
Step 4 of Reverse Retirement is setting up Long Term Care. It might be one of THE BIGGEST surprise expenses in retirement. Imagine you’re 70 years old and an accident or illness happens to you that leaves you…
step 1
A Paid-Off House Tends to Make Life Easier…
Step 1 in Reverse Retirement is working to get rid of personal debt.
This includes things like:
– Your mortgage.
– Your automobile / boat / RV payment.
– All credit card debt.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
It’s Time to Secure Your Income Stream in Retirement…
Step 3 of Reverse Retirement is locking in Guaranteed Lifetime Income. Social security is one of your ‘retirement checks’, but it’s usually not enough to cover all of one’s expenses in retirement…
step 4
Next, We Cover a Few “What If’s” in Life…
Step 4 of Reverse Retirement is setting up Long Term Care. It might be one of THE BIGGEST surprise expenses in retirement. Imagine you’re 70 years old and an accident or illness happens to you that leaves you…
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IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:
You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.
Step 1 Click the Orange Button Below to schedule your private Zoom call with {agent first name}
Step 2 Choose the date and time that works best for your schedule
Step 3Put your credit card away. There is NO COST to this Zoom chat
By this time tomorrow, you could be on your way to putting these financial choices to bed…
Click The Button Below to Schedule a Consultation with us Today!
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New Booklet Release
Download Your Copy Today!
“There’s no cost to this booklet because every
woman should have these answers when they need them”
Just enter your name and email below to get the
booklet in your inbox…
