When people ask me what I do for a living, I giggle a little, wanting to respond with... “Well, let’s see here… I’m a, a housekeeper, a made-to-order chef, a family therapist, a referee, a laundry machine operator, a taxi-driver, a finance manager, a gardener, a personal shopper, a hairstylist, an animal care-taker, a horse trainer. . . . and a teacher, writing instructor, and tutor.” So why in the world would I want to add a single thing more to that list? The answer is simple . . . I want to help protect families like yours.
And, thus it’s official. In addition to “crazy bird lady,” I can now formally add, “licensed life insurance agent” to my list. Having worked with my husband and his father for the past five years helping them write educational materials for the family life insurance business, I discovered it was time to get my life insurance license as well. My hope is that I can help teach people how they can protect their families . . . especially those with stay-at-home moms and who depend on the income of their husbands. I know we don’t like to think about it, but what if something happened to our spouses? Would we be financially stable without that income? I’d like to make sure that we are.
In addition to traditional term life insurance, I have also learned how the right type of permanent cash value life insurance can be used as a tax-free investment strategy to provide families with access to more money with less market volatility. Although this strategy has been used for over 100 years by some of the most successful people we know, I've discovered the importance of having the strategy properly designed and managed. I look forward to helping families learn how they can protect and grow their family legacy.
When people ask me what I do for a living, I giggle a little, wanting to respond with... “Well, let’s see here… I’m a, a housekeeper, a made-to-order chef, a family therapist, a referee, a laundry machine operator, a taxi-driver, a finance manager, a gardener, a personal shopper, a hairstylist, an animal care-taker, a horse trainer. . . . and a teacher, writing instructor, and tutor.” So why in the world would I want to add a single thing more to that list? The answer is simple . . . I want to help protect families like yours.
And, thus it’s official. In addition to “crazy bird lady,” I can now formally add, “licensed life insurance agent” to my list. Having worked with my husband and his father for the past five years helping them write educational materials for the family life insurance business, I discovered it was time to get my life insurance license as well. My hope is that I can help teach people how they can protect their families . . . especially those with stay-at-home moms and who depend on the income of their husbands. I know we don’t like to think about it, but what if something happened to our spouses? Would we be financially stable without that income? I’d like to make sure that we are.
In addition to traditional term life insurance, I have also learned how the right type of permanent cash value life insurance can be used as a tax-free investment strategy to provide families with access to more money with less market volatility. Although this strategy has been used for over 100 years by some of the most successful people we know, I've discovered the importance of having the strategy properly designed and managed. I look forward to helping families learn how they can protect and grow their family legacy.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.