Life Insurance, Infinite Banking and Annuities For The Empowered Seniors
“Balancing Your Best Interest and Preserving Your Wealth”
Safety-First Approach
We utilize an integrated approach to help you achieve a worry-free retirement. We believein strategies that are secure, stable, and sustainable. Our philosophy is based on a conservative, consistent and calculated approach. First and foremost, we are here to listen to you and help you plan your best retirement.
Our goal is to make sure your retirement funds are protected and to ensure you have peace of mind regarding your financial future. We provide our clients with investment options that meet the demands of their lifestyle, Family needs, and future concerns. We collaborate with you to develop a customized financial plan that focuses on helping you grow, preserve and protect your hard-earned assets.
Safe Money Patriot Insurance Specialist
Safe Money is your No 1 source for affordable and effective Insurance, Whether you need life insurance, Annuities, Health Insurance or Infinite Banking. Our Passion is To Empower Today’s Retirees To Live Their Best Lives Through Knowledge, Helpful Tips And Of Course… Quality Insurance! The Safe Money Patriot is Your No 1 Source For Affordable And Effective Insurance, Whether You Need Life Insurance, Annuities or Infinite Banking. Here you will find Insurance Plans for the entire family. Everything we do is aimed at helping you protect the most important aspects of your life; Including health, life and finances.
We Are Licensed To Help People In U.S.A And Canada. Contact Us For Expert Advise or To Evaluate Your Current Level Of Coverage. We Promise To Give You The Straight Answers You Deserve And Thoughtful Suggestions To Improve Any Situation You Find Yourself In.
Free Resources For Seniors
Empower Your Retirement With These Helpful Insights
Newsletter
Our News Letter is Filled with Helpful Information to Help You Get the Most out of their everyday lives. Some of the Topics to look forward to are our healthy living tips, Ask the Safe Money Patriot, Annuities Information, Life Insurance Strategies, and Protecting Your Nest Egg.
Workshops
The Safe Money Patriot is always striving to bring No Fluff Information they can use to live Empowered Lives.
Check Out Our Current Offering of FREE Clinics. Some of the Topics Include Legacy and Estate Planning, Retirement Essentials made cleared
Youtube
Here You will find fun insightful Information and advice. Lynn the Safe Money Patriot will share her take on challenges seniors are facing today, Healthy Living Tips, Clear up misconceptions people have about Insurance and answer questions.
LIFE INSURANCE
Duty and Legacy are two concepts we hear a lot about in the life insurance Industry and for good reasons. What used to keep our clients up a night is the fear that their families would suffer from financial loss when they pass away. Then they contacted us, and we found them the best options to make sure that didn’t happen.
The solutions we offer could be as simple as Burial Insurance, So, Your loved ones won’t have to shell out 10 to 20 thousand dollars for your final expenses Or Mortgage Protection to ensure your spouse can keep the house when they lose your income Or a larger life policy to leave the grand kids money for college.
INFINITE BANKING
Infinite banking refers to a process by which an individual becomes his/her own banker. The infinite banking concept was created by Nelson Nash. In his book, “Becoming Your Own Banker,” Nash talks about the use of whole life insurance policies that distribute dividends and how owning such policies allows individuals to dictate the cash flow in their lives by borrowing against/from themselves instead of depending on banks or lenders for loans.
The Infinite banking concept and practice are not for individuals without financial conviction and the ability to think clearly and see the process through into the future.
ANNUITIES
Most people have to save and invest their entire lives to enjoy a comfortable retirements. Annuities are not investments, They are a contract with an Insurance company which guarantees a Rate Of Return and Protection from market losses (No Investment Product Offers This Type Of Security) It can provide Lifetime Income, Protection from the high costs of long term care or even be used as a better alternative to a certificate of deposit. Annuities are not investments, They are a contract with an Insurance company which guarantees a Rate Of Return and Protection from market losses (No Investment Product Offers This Type Of Security).
Learn More On How An Annuity Can Provide Financial Security For The Rest Of Your Life