Personal Financial Checkup of a 64 years old Nurse Saves $500,000
How a Life Insurance Helped 29 Year’s Old Widow
August 9, 2020
Case Study of a Heart Attack Survivor
August 9, 2020
A 64 years old single lady worked at one of the Houston Texas hospital as a Registered Nurse for long time, she was ready to be retired and use The money she accumulated for Her Retirement, she was invited to one of Our Retirement Education Seminar by her brother, After the Seminar was done she realized that she didn’t know how her Retirement Plan is working so she decided to setup a meeting with one of our Knowledgeable Team Trainer to get more information about how her Retirement working,
After the 1st meeting she realized that she Need A Personal Financial Checkup (PFC), at the 2nd meeting after she had her Personal Financial Checkup done with our trainer she realized that Based on her Personal Financial Checkup she has over $500,000 in her retirement plan at risk Of Stock market, she understood she can lose her Retirement money and she can not Take a Risk of losing her Retirement at her age. based of her needs for retirement and her Personal Financial Checkup we helped her to transfer that money to a Better & No risk account without even paying a penalty on transferring the money over.
we were also able to Setup a LIVING BENEFIT plan in case she diagnosed with major illnesses and if something happened (you know, Life Happened)she does not need to touch her retirement money and she can uses the LIVING BENEFIT. After we helped her to setup her new Retirement Plan STOCK MARKET crashed about 4% but Thank god she decided to transfer her old retirement account before the crash happened to a No Risk plan, she was so happy because of the decision she made.
After she saw and understand the value of what we do for the people she even became part of our team to help others with a situation like HERS.
