ALTA's summer planning meetings kicked off yesterday with a review of every single Engagement Group (!!!) with ALTA President Don Kennedy and ALTA President-Elect Richard Welshons NTP. Thank you to Don and Richard for volunteering their time with us in Washington, D.C.! #realestate #insurance
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𝐘𝐄𝐒! Your 𝐆𝐫𝐞𝐚𝐭𝐞𝐬𝐭 𝐄𝐱𝐩𝐞𝐧𝐬𝐞 Can Become Your Most 𝐏𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐖𝐞𝐚𝐥𝐭𝐡 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 💬 Message me to discover how you can Reduce, Eliminate & Recapture your Current & Future Tax Liability
How many times have you seen someone raising money for a family who just lost a loved one? What if we said there was an affordable alternative that meant your family wouldn't have to worry about finances while grieving? Solution: Get Life Insurance. 👉 Not sure where to begin? Start today by booking a consultation with Oasis Wealth Design. We're here to get you where you need to be, in order to maximize your financial potential. 🧠🌱💲 https://buff.ly/3Iny7fF
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Retirement might seem far off, but it begins with the steps we take today! At Family Business Insurance solutions, we help you plan for a secure future by creating tailored solutions that ensure generational success. As Rich Mullins said, “We are not as strong as we think we are.” Let’s build together! #FinancialFreedom #FamilyLegacy #familybusinessbenefits
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Today PayneWest Insurance officially takes on the Marsh McLennan Agency name. Our clients & communities have often asked how the acquisition process has been going. The word "acquisition" having such an ominous connotation. Here are a few thoughts in hopes of describing it: Change is inevitable in life and always will be. Although with each change, there are (positive) shifts to make.. 1. Appreciate the memories built and the 'old ways' of doing things. Embrace saying goodbye to those routines (humbly remembering lessons learned) in order to embark on something greater. 2. Welcome the new changes. New people, new places, new traditions and new norms. It's not always easy and all are unlikely to like EVERYTHING, but take the good with the bad and then adapt. 3. Being flexible & open-minded in the midst change is important, but even more so, is to remain unwavering in who you are at your core. This applies in personal life just as much as it does in the business world. One thing for certain is that our name and logo may have changed, but at our core, we will stand strong on our foundation of putting our CLIENTS, COLLEAGUES and COMMUNITY first. Same awesome firm, but now with worldwide muscle & vastly specialized support to keep fighting (the good fight) for our clients. Onward & upward! #marshmclennan #community #insurance #mma #broker #businessrisk #nonprofit #buildersrisk #value
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Put your loved ones' protection in writing today. Our Flexi 3 Plan is a hybrid endowment policy with an In-built flexibility that pays the sum assured in three installments at the end of each one-third of the policy term. #mycapex #lifestyle #lifeinsurance #insurance #life #children #Family #protection #financialplanning
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Fractional CFO & Franchise Consultant | We help you find your perfect franchise and put systems in place to keep it profitable, and tax favored, with the best chance to sell in the future.
What All Contractors and Insurance Adjusters (Public, Independent, Staff) Should Know About Trusts, and Estate Planning Speaker: Randolph Love III https://lnkd.in/eKyEgAMw https://lnkd.in/dZECJtyv Sponsored By: ShieldWolf Strongholds https://lnkd.in/eKyEgAMw https://lnkd.in/dZECJtyv Enroll in our free IUL mini course: o https://lnkd.in/e-aKfCiP • ShieldWolf Strongholds Newsletter: o https://lnkd.in/eD_qgkKe • ShieldWolf Strongholds Highway: o https://lnkd.in/e7gTQ5wn • ShieldWolf Strongholds Scorecard: o https://lnkd.in/e5MKD-Py • ShieldWolf Strongholds Wealth Fortress: o https://lnkd.in/eYhFutph ShieldWolf Strongholds™, is a wealth growth and protection company that assists business owners, high income individuals, and current retirees with repositioning their investment capital, business operations’ budgets, retirement nest eggs, and other liquid assets into The M.I.R.A.C.L.E. Money Vehicle™; to help ensure that their principal remains tax favored, liquid, and safe with historically predictable rates of return; and have it seamlessly transfer to their heirs, and favorite charities with little to no costly fees. “M.I.R.A.C.L.E.,” is an acronym that stands for: Money Infinitely Reproducing A Compounding Liquid Estate Because it’s not about how much you make, it’s about how much you can legally keep.
Contractors and Insurance Adjusters Should Know About Trusts/Estate Plan
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Did you know that life insurance can be a versatile tool in estate planning? 🌟 Beyond just providing financial security for your loved ones, it can help minimize estate taxes, fund charitable bequests, or even equalize inheritances among beneficiaries. 💰🏡 Explore the many other creative ways life insurance can play a pivotal role in shaping your legacy. 📜🤝 #EstatePlanning #LifeInsurance #LegacyBuilder
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💉 On #WorldBloodDonorDay, we honor the real-life superheroes who give the gift of life. Thank you, donors, for inspiring us to protect what matters most. ❤️ #BloodHeroes #BloodDonors #ProtectingLives #WorldBloodDonorDay #shrigodainsurance4life #shrigoda #insurance #insurance4life #insuranceclaim #insurancepolicy #onlineinsurance #lifeinsurance #HealthInsurance
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Here is an unbiased opinion on Warren Buffets investment in Chubb. Huge shout out to him for mentioning Combined Insurance, owned by Chubb and the incredible company I represent! Financial security and stability are factors to consider when looking for a career or a provider. I can help you with both! Reach out and let’s grab a cup of coffee or tea… there is much to discuss!
Buffett’s latest investment announcement is creating waves in the financial world and here’s why. Chubb is a global leader in the insurance game, known for its rock-solid financial stability, a wide range of products, and a strong push for innovation. Chubb offers a ton of insurance products, from personal to commercial lines, and they’re operating in over 50 countries. This kind of reach and diversity makes them a super resilient company. Another big factor? Their financial strength. Chubb gets high marks from all the major credit agencies, which means they’re really good at managing their money. This kind of stability is exactly what investors like Buffett look for. Speaking of great companies under the Chubb umbrella, let's not forget Combined, a Chubb Company Insurance, one of their key subsidiaries. Combined Insurance was founded in 1922 by Mr. W. Clement Stone and specializes in supplemental insurance products like accident, health, disability, and life insurance, offering valuable coverage that complements primary health plans. They’re a big part of why Chubb is such a powerhouse in the insurance world #investmentnews #warrenbuffett #chubb #combinedinsurance #combinedagent #fiancenews #berkshirehathaway #clementstone
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