Financial Planning & Retirement
LIVING BENEFITS: Money you can access when you need it!
BEAT OUT CDs: Get better returns, don't pay taxes on gains, bypass Probate
LIVING BENEFITS: Money you can access when you need it!
You've heard the phrase "Become your own bank" with life insurance. But what does that mean? Call us to find out how you can access your money when you need it (not when you're gone), and let it compound, tax free!
SECURE YOUR RETIREMENT TAX FREE
BEAT OUT CDs: Get better returns, don't pay taxes on gains, bypass Probate
LIVING BENEFITS: Money you can access when you need it!
Frustrated with your 401k? Let's switch you to one of our many tax-free vehicles, no risk of loss, completely bypass probate, give you GUARANTEED LIFETIME retirement income, and give you peace of mind!
BEAT OUT CDs: Get better returns, don't pay taxes on gains, bypass Probate
BEAT OUT CDs: Get better returns, don't pay taxes on gains, bypass Probate
BEAT OUT CDs: Get better returns, don't pay taxes on gains, bypass Probate
Increase or even get BONUS interest on your money, no risk of loss, defer all taxes, and pass to beneficiaries directly- no probate!
Health Benefits
MEDICARE: Ensure you are setup properly - Avoid penalties
LONG TERM CARE, SHORT TERM CARE & CRITICAL ILLNESS COVERAGE
MEDICARE: Ensure you are setup properly - Avoid penalties
Confused about Part A, Part B, Part D, Enrollment Periods, not shopping around for proper plans? We got you covered!
SUPPLEMENTAL BENEFITS
LONG TERM CARE, SHORT TERM CARE & CRITICAL ILLNESS COVERAGE
MEDICARE: Ensure you are setup properly - Avoid penalties
Whether you need Dental, Vision, or hearing benefits coverage, lets make sure you're not on the hook for the 20% Medicare doesnt cover! We also ensure you are covered no matter where you travel!
LONG TERM CARE, SHORT TERM CARE & CRITICAL ILLNESS COVERAGE
LONG TERM CARE, SHORT TERM CARE & CRITICAL ILLNESS COVERAGE
LONG TERM CARE, SHORT TERM CARE & CRITICAL ILLNESS COVERAGE
70% of all people 65 and older will need some form of Long Term Care. Average costs in SoCal are start at $85k to over $160k annually. Our plans cover 70%-100% of those costs. More money in your pocket!
Business Services
EMPLOYEE BENEFITS
MERCHANT PROCESSING
MERCHANT PROCESSING
Add a WHOLE LIFE POLICY & many other Services to your Employee Benefits package with no additional out-of-pocket cost!
MERCHANT PROCESSING
MERCHANT PROCESSING
MERCHANT PROCESSING
Tracking and processing payments can be such a hassle when growing a business. Let us help make this task easier so you have more time to scale!
CONSUMER FINANCING
MERCHANT PROCESSING
COMMERCIAL FINANCING
In the world of Klarna, Uplift, and other Pay-as-you-go financing options, offer customers the option to break up payments to create more sales, stress free!
COMMERCIAL FINANCING
COMMERCIAL FINANCING
COMMERCIAL FINANCING
We know how funds can get tied up in a Business. Let us help you get the equipment, supplies or goods ready when you need them to be, without having to wait for your payouts!
RCM SERVICES
COMMERCIAL FINANCING
RESTAURANT SERVICES
You worry about helping patients, let us handle the heavy lifting on the backend for smooth business operations in your medical office!
RESTAURANT SERVICES
COMMERCIAL FINANCING
RESTAURANT SERVICES
From order processing, all the way to delivery, we have the low cost solutions for your business!