Would you like to know how others are taking advantage of all the various tax code provisions to guarantee themselves a lifetime of financial security with insurance for business?
INSURANCE FOR BUSINESS TOPICS INCLUDE:
key person
estate planning
If there is anything we can do to help, just let us know.
You are in the right place. Living counter-culturally requires community, support, encouragement. We don't have all the answers, even after 3 complete business cycles. Every sabbatical year has been unique. Every sabbatical year has been
imperfect. We don't beat ourselves up when we fail. Rather, we approach this all as a gift, and with a sense of humor. The last thing we want to be for us and our kids, or for you and yours, is heavy-handed. Hey, if you start early enough--
you could get seven tries. Maybe even eight!
So, back to planning. Would you like to hear about ours? What we plan and deliver is called a RestEquity Plan. And, we use the word "rest" acrostically to organize it.
R educe Health Care Costs
E liminate Credit Card and Student Loan Debt
S ave for 7 retirements, (maybe 8)
T ransfer the financial risks of living too long, dying too soon, or losing income to illness, injury, or economic downturn.
Download our Financial Picture form, as a first step. Fill it out completely, save it to your system, then return it securely using our encrypted document transfer at Alliance Life, Accident, and Health.
Yours, with our thanks for answering 2 quick LTC questions.