Metalife Plan A Division Of UniverSolutions Inc
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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.
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Frequently asked questions
What is your typical process for working with a new customer?
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