Unlock Your Financial Potential
Our Financial Education Program offers a comprehensive Knowledge Training Series designed to empower you with the tools you need. Our tailored solutions adapt to your journey—whether you seek personal financial growth, a part-time career opportunity, or a full-time business venture. Explore customized strategies to meet your unique personal or business needs.
01
Individua Financial Services
Financial Needs Analysis
Financial Goal Setting
Strategies for Achieving Financial Goals
Investments and Asset Allocation Strategies
02
Insurance Protection
Universal Life Insurance
Indexed Universal Life Insurance
Variable Universal Life Insurance
Term Life Insurance
Whole Life Insurance
Long-Term Care Insurance
03
Retirement Basic
Social Security
401(k), 403(b), IRAs, Roth IRA, Sep IRA
Fixed Indexed Annuities
Variable Annuities
Mutual Funds
04
College Funding Plans
529 College Savings Plans
05
Tax Planning
Individual Tax
Corporate Tax
Capital gains Tax
Estate Tax
06
Business Continuation Programs
Buy-Sell Arrangements Business Continuation Strategies
Business Continuation Strategies
Individual Tax and Business Tax Strategy
Join us for Individual Tax and Business Tax Strategy to increase your taxation knowledge and skills.
November 24, 2024, · 9 pm – 10 pm (EST)
Annuity Frequently Asked Questions
Join us for Annuity Frequently Asked Questions to increase your annuity knowledge and skills.
November 21, 2024, · 9 pm – 10 pm (EST)
Social Security Benefit
Join us for Social Security Benefit to understand the benefits for the spouse and kids.
November 7, 2024, · 9 pm – 10 pm (EST)