Individual and Family Protection
Achieve Your Goals
Financial Security Through Life Insurance
Tristate Financial Network markets life/disability insurance and annuity products to individuals and families. This middle market is under-insured and under-served. This combination makes for the highest business expansion potential for life insurance and annuity companies. This middle market client has needs for life insurance, annuity and disability products focused on protecting their financial security: their income, their home and their future for their children.
Because we have developed a lead generation system focused on this client, these folks tend to look at life and disability insurance as their way to protect the "American Dream" of owning a home and giving their children a better life than they had - like a college education. They are also concerned about safety of their hard earned savings for retirement (not the risk funds they use to invest in the market).
Financial Security Through Annuities
The perfect annuity for the baby boomer is the annuity designed and personalized to meet the client's specific financial goals and objectives. Whether their needs are based upon an income annuity, a tax deferred annuity, or an annuity to maximize their rate of return, there is an annuity that we have that will meet their needs.
There are benefits available that are unique to annuities. You can generate income using immediate annuities or income annuities, funds grow 100% tax deferred, and you can use fixed indexed annuities to maximize your return. The three most recognizable features of an annuity are: safety, security and guaranteed.
Annuities, such as fixed annuities, are the only financial product, which have truly withstood the test of time. You may be surprised to find that annuities have been in existence for over two thousand years. Annuities have been used as a "Flight to Safety" during the European Market Cash in the mid 1800's, the Stock Market Crash of 1929, Black Monday Crash in 1987, and the Financial Meltdown of 2008. In the last eighteen months, over $250 Billion transferred from stock market investments to annuities in a flight to safety. Annuities offer a guaranteed minimum rate of return, have reserve requirements for each annuity contract issued, and are backed by the assets of the issuing insurance company.
Our Services
This is just a short list of products and services designed to solve our clients' financial security needs.
Achieve Your Goals
Financial Security Through Life Insurance
Tristate Financial Network markets life/disability insurance and annuity products to individuals and families. This middle market is under-insured and under-served. This combination makes for the highest business expansion potential for life insurance and annuity companies. This middle market client has needs for life insurance, annuity and disability products focused on protecting their financial security: their income, their home and their future for their children.
Because we have developed a lead generation system focused on this client, these folks tend to look at life and disability insurance as their way to protect the "American Dream" of owning a home and giving their children a better life than they had - like a college education. They are also concerned about safety of their hard earned savings for retirement (not the risk funds they use to invest in the market).
Financial Security Through Annuities
The perfect annuity for the baby boomer is the annuity designed and personalized to meet the client's specific financial goals and objectives. Whether their needs are based upon an income annuity, a tax deferred annuity, or an annuity to maximize their rate of return, there is an annuity that we have that will meet their needs.
There are benefits available that are unique to annuities. You can generate income using immediate annuities or income annuities, funds grow 100% tax deferred, and you can use fixed indexed annuities to maximize your return. The three most recognizable features of an annuity are: safety, security and guaranteed.
Annuities, such as fixed annuities, are the only financial product, which have truly withstood the test of time. You may be surprised to find that annuities have been in existence for over two thousand years. Annuities have been used as a "Flight to Safety" during the European Market Cash in the mid 1800's, the Stock Market Crash of 1929, Black Monday Crash in 1987, and the Financial Meltdown of 2008. In the last eighteen months, over $250 Billion transferred from stock market investments to annuities in a flight to safety. Annuities offer a guaranteed minimum rate of return, have reserve requirements for each annuity contract issued, and are backed by the assets of the issuing insurance company.
Our Services
This is just a short list of products and services designed to solve our clients' financial security needs.
- Mortgage protection insurance
- Mortgage payment disability insurance
- Final expense burial insurance
- Family income protection
- Universal and whole life insurance
- Home equity conversion for tax-free retirement
- Low cost adjustable life insurance
- Life insurance with a long term care rider
- Living benefits life insurance
- Tax free retirement
- Impaired risk insurance for the very sick
- "No exam" life insurance
- Single premium whole life
- Never lose your money with fixed indexed annuities
- Disability insurance
- Critical illness insurance
- Long term care insurance
- Medicare supplement insurance
- Medicare advantage insurance
- Hospital indemnity insurance
- College funding strategies
- Health Matching Account
- Debt Elimination
- Business Consulting Services
- Business equity transfer for tax free retirement
- Premium financing for lifetime tax free income
- Executive bonus program
- Key person insurance
- Business overhead expense disability Insurance