1. DEBT ELIMINATION – THE FINANCIAL PATHWAY FROM DEBT TO WEATLH. Thousands of people in the U.S. are saving interest and paying down debt faster than they ever thought possible. As an Agent with United Financial Freedom, I’ve partnered with Ron Jacobsmeier. Ron will assist those clients
who are serious about eliminating mortgages, credit cards, student loans, debts, etc. He will give you a deep dive into United Financial Freedom and the MoneyMax Account. Ron will do a Free demonstration of the MoneyMax software system using your liabilities. At the end of the demonstration, you will know how many years it will take to eliminate your debt. This is critical because it will let us know exactly when you will have excess cash flow. 30-year mortgage payments
are reduced to being paid off in 5 to 7 years saving clients hundreds of thousands of dollars in interest payments
https://uffrf.com/res/34443/312443
2. TAX INCENTIVE BENEFITS (Business Owners
& Entrepreneurs)– Learn what tax incentives are available for your business. Tax incentives and credits have been a part of strategic tax planning for decades. As a Senior Advisor with Stryde I represent a company with over 23 years of experience in the field. Stryde services assist businesses with Tax Incentives l Expense Reduction l Retirement Plans (SRP) l Corporate Financing. Allow us to increase your business cash flow by hundreds of thousands of dollars.
Stryde's TMS (Tax Management System) tracks and claims all your tax incentives for you! "Whatever your business is, chances are there is a tax-incentive for you!"
https://gmg.me/pages/tax-incentives/257226
3. SRP (Stryde Retirement Program) – This is a program, is a unique program for business owners that meet certain financial requirements. A separate conference call is scheduled with myself and a Design Expert from Stryde to speak with you in depth about this powerful program and how it will enhance your business as well as your personal retirement. There are various ways to utilize and structure this program, depending on your goals
for your business and for your retirement.
STRYDE-SRP (imiassetmanagementco.com)
4. RETIREMENT – In structuring retirement programs for the individual,
couple, and family we utilize life insurance, annuities, and long-term care. We discuss what the income needs are in retirement that will make sure they maintain their current lifestyle. For this we use our INCOME 4 LIFE software. We meet with the client or both the client and spouse for structuring their income for retirement. We will look at the client/client and spouse’s Social Security, Pensions, life insurance and other investments they currently have. The only guaranteed
income is Social Security and Pensions. We will explore if the payout of their Social Security and Pensions meets the income needed for the lifestyle, he/she/both wish to have in retirement. If it falls short, then we will have to create a pension that will supplement the income needed. We will also explore if there is a premature death of either the client or spouse, and how this will affect the retirement income. On average I have found out that in the event of death of
a spouse, there is a 65% drop in income for the surviving spouse. We will see what that figure is and create accounts that will supplement any type of loss so the surviving spouse’s lifestyle will not be altered. Also, we’ll be discussing and putting into place Long Term Care and Disability to safeguard erosion of your retirement income.
5. LIVING TRUST- If you do not have
a Living Trust in place, this is a ‘must have’. We recommend if you do not have one in place, start looking for a company locally, or we have a few firms we can recommend that will work with you virtually / in person.
