Metalife Plan A Division Of UniverSolutions Inc

Metalife Plan A Division Of UniverSolutions Inc

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Offers online services
New
Offers online services

About

I specialize in these ares:

Velocity Banking

Key Person Protection

Buy/Sell Agreements

Liquid Asset Protection

Infinite Banking

Tax-Free Retirement Planning

Estate Equity Expansion

Generational Wealth

Seeing my Grandmother suffer in her elder years without any plan for retirement and having to sell her home back to the bank just to be able to afford to live drives me to help other. I want to make sure I help everyone I can with a proper plan while living. To experience a high standard of quality living and a succession plan to leave as an inheretence to their heirs.


Highlights

7 employees
20 years in business
Serves Fort Lauderdale , FL
Offers online services

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    Frequently asked questions

    1. Introduction Phone Call
    2. Fact-Finding Workbook
    3. Presentation of Plans/Illustrations
    4. Implementation
    5. Ongoing Support Quarterly or Annually


    Services offered

    Business Consulting
    Financial Services And Planning