(INSERT YOUR PERSONAL MISSION ON WHY YOU ARE PASSIONATE ABOUT HELPING PEOPLE. 1-2 SENTENCES)
Mission
We are a financial marketing organization that has partnerships with the oldest and strongest A rated life insurance and retirement providers to ensure we can find the best fit for you and your family.
Respect
We see you and your family as an individual, not as a number for our metrics. When you work with PHP, you become family.
Integrity
We create a custom plan for your needs and your budget. Your needs come first, always.
Service
We provide great customer service and appreciate each one of our clients.
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• Equity Indexed Annuity
• Fixed Annuity
• IRAs / SEP IRA
• 403(b)/ 401(k) Rollovers
• Equity Indexed Universal Life
• Universal, Whole & Term Life
• Long Term Care & Disability
• Final Expense & Living Benefits
• Debt Settlement
• Tax Resolutions
• College Savings Plans
• Business Owner Solutions
Client Name
Client Name
Fully equipped & trained to provide professional financial services in the residential state of (INSERT YOUR STATE)
Additional state licenses in:
(INSERT ADDITIONAL STATES)
That will depend on how you want the policy to work, your insurable need, and your budget/savings allowance.
Yes, cash value policy’s have the ability to build a savings account.
Yes, there are different options for pulling out money. Some allow you to borrow against the policy through a loan which can avoid taxes.
As a broker, we look for the top rated insurance and retirement planning companies; that will provide clients the best products.
We do not charge any financial review fees and do not mark up any products. We are compensated directly from the insurance company that best suits your needs. This all allows us to do the best thing for the client and not charge them for it.
Tap the 'Get A Free Financial Plan' button below and submit the form to get a complementary review personalized analysis on your finances and receive our free 5 step by step training video series.
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