Strategies

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SAVE•BUILD•PROTECT

COMPREHENSIVE FINANCIAL STRATEGIES FOR EVERY INCOME!

It’s time that EVERYONE knows the secrets to generational wealth!

CONGRATULATIONS! YOUR ARE DEFINITELY IN THE RIGHT PLACE!

Often the hardest part of getting your financial affairs in order is simply knowing where to start!

SaveBuildProtect.com was founded on three basic principles: SAVE on taxes, BUILD wealth, and PROTECT your family and your future. It’s about peace of mind. When your finances are in order, you can focus on more important things – like actually LIVING LIFE, instead of worrying about how you’re going to pay for it.

No matter where you are along your financial journey WE CAN HELP! We have effective financial solutions for EVERY income! Use our basic strategies to create a solid foundation that will optimize your current situation. Then our advanced strategies will show you how to create growth that will provide wealth for generations to come. And it all begins

RIGHT HERE, RIGHT NOW!

COMPREHENSIVE FINANCIAL SOLUTIONS

STEP 1 - ASSESSING YOUR CURRENT SITUATION, IDENTIFYING YOUR NEEDS AND SETTING GOALS.

Where you come from is not nearly as important as where you’re going. Whether you’re starting in the negative or have seven figures in the bank, our comprehensive strategies can take you where you want to go! And it all starts with a Financial Needs Analysis – a simple meeting with one of our licensed strategists to talk about your specific needs. Let’s break down together where you are now, as well as what you need to do to create your optimal financial strategy.

Click here to book an appointment.

Step 2 - Learn to think like a millionaire so that you can become one!

You’d be surprised how simple our wealth strategies really are, and how easy it is to implement them for yourself and your family. Our favorite is what we lovingly refer to as “The Trifecta”, and consists of three products that provide comprehensive tax savings, plus increasing cash value accumulation, and essential asset and family protection. Individually they are all great products. Together they make a POWERFUL WEALTH BUILDING STRATEGY!

THE TRIFECTA - PERSONAL AND FAMILY STRATEGY

INDEXED UNIVERSAL LIFE INSURANCE [IUL]

Watch these two short videos to see what an IUL can do for you and your family.

IUL - Indexed Universal Life

https://youtu.be/wX89Rk5pr6A?si=bBAou59flQfqT5pi

IUL for Kids

https://youtu.be/gIieZrg3_UE?si=1UIagWSKZQZnX2PH

TERM LIFE INSURANCE WITH LIVING BENEFITS [TERM LB]

Watch this short video to see how Term LB can cost-effectively help provide the coverage you need.

Term LB

https://youtu.be/Y45BmIG5ikw?si=wEpLjLjIh1AQ1Nj9

EVEREST FUNERAL CONCIERGE

Watch this short video to see how an Everest policy makes up the third powerful component to our comprehensive Trifecta strategy.

https://youtu.be/Jh3Hem0Xfpk?si=y5woqE4jO-W-n5pd

Click here to book an appoinment

Step 3 - Take Action!

Now that you know the your starting point, and the best strategy for you, it’s time to take action! Set an appointment to meet with one of our licensed strategists so that we can get you the policies you need to Save on Taxes, Building Wealth, and Protect Your Family and Your Future!

P.S. Don’t forget to ask about our Advanced Strategies as well, including:

• Creating a Trust for Asset Protection

• Utilizing Fixed Indexed Annuities

• Self-Funded Pensions

• Implementing Securities, like a Roth IRA or Roth 403b

• Infinite Banking - Becoming Your Own Banker!