Metalife Plan A Division Of UniverSolutions Inc

Metalife Plan A Division Of UniverSolutions Inc

7 employees
18 years in business

About this pro

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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Fort Lauderdale, FL 33326
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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