No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
I am an experienced finance professional with over two decades in the financial services industry who is passionate about serving clients so they achieve their financial goals with tax free income and market risk free growth. My focus is to make the process easy and understandable. I received my MBA in Financial Management and International Business from Drexel University’s LeBow College of Business and my undergraduate degree in Business Administration specializing in Financial Services from Delaware Valley University. God has blessed me with a wonderful husband, two amazing teenagers and one fur baby. Let’s get started making a positive impact on you and your family’s future!
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
