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Millions of people just like you are turning some of their retirement savings into a permanent income stream for life! Click the button to learn how.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s where guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
step 1
Step 1 in Reverse Retirement is working to get rid of personal debt. This includes things like your mortgage, your automobile / boat / RV payments, and all credit card debt.
Our process seeks to have all this be paid off in 7 years.
step 2
Step 2 of Reverse Retirement involves setting up a tax-free strategy. We go about this in 2 ways:
– Tax Free Money Growth Opportunity
– Tax Free Income
step 3
Step 3 of Reverse Retirement is locking in guaranteed lifetime income. Social Security is one of your ‘retirement checks’, but usually not enough to covers all of one’s expenses in retirement. That’s were guaranteed lifetime income came help.
step 4
Step 4 of Reverse Retirement is setting up long term care. It might be one of the BIGGEST surprise expenses in retirement. But when properly planned for, long term care needs don’t have to threaten your ability to fund your lifestyle.
step 5
Finally, Step 5 of Reverse Retirement is planning your legacy. Your legacy is what you leave behind to the people who matter most to you when you’re gone…and it can be tricky to plan.
Click the Button below for a quick 1-on-1 chat with me and we’ll get your retirement planning DONE by the end of the week!
You KNOW you’ve been needing to set up your retirement accounts properly. Imagine how GOOD it will feel to finally get this done and off your plate!
It’s just easier to be present and ‘in the moment’ when tomorrow has been well planned.
Securing your future income in GUARANTEED fashion helps you feel better about splurging a little more today! Go on…you deserve it!
We tend to get excited about the future when we KNOW our finances are safe and secure.
Knowing you’ve covered many of the ‘what if’s’ in life can bring on a sense of peace and calm in a loud world.
Let’s face it: The unknown can be VERY SCARY. But when you’ve taken simple steps to secure parts of your future, it doesn’t seem nearly as scary anymore, and THAT’s a great feeling!
Leave a Legacy For My Family In Case I
Die Too Soon.
Cover The Cost of Raising My Children In Case I
Die Too Soon.
Pay My Mortgage & Other Debts Off In Case I
Die Too Soon.
Act as Collateral For My SBA Loan in Case I
Die Too Soon.
(This includes savings, 401(k), 403(b), TSP, Brokerage, CD's, and other assets)
testimonials
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We’ve been conditioned to see age 65 as the “finish line” for work—thanks to FDR. But who says you’re no longer valuable after that?
I’m James Steele. I believe in Holistic Money Management—the idea that your financial life is deeply connected to your physical, emotional, and even spiritual well-being. Some people hit their stride at 40, others at 70. The point is: life doesn’t stop at 65.
Not everyone can afford to retire at the “magic number.” The choices you make in your 50s and 60s shape your life in your 70s and beyond. If that means working longer—doing something meaningful—so be it.
I’ve reinvented myself many times—from remodeling homes to learning the business world, to becoming an Independent Advisory Representative and insurance agent. I started humbly, helping families who couldn’t afford a proper funeral. Now, I help people protect their money and create reliable income for life.
Plan wisely. Live fully. Your future depends on how you manage your life—holistically.
IF YOU’RE FEELING OVERWHELMED, DON’T WORRY:
You might have a LOT going on in your head right now. It’s OK to be overwhelmed. It’s OK to be unsure. But one thing is for certain: You have found the help you need to help you make the right financial decisions for your family.
Step 1 Click the Orange Button Below to schedule your private Zoom call with {agent first name}
Step 2 Choose the date and time that works best for your schedule
Step 3Put your credit card away. There is NO COST to this Zoom chat
By this time tomorrow, you could be on your way to putting these financial choices to bed…
Click The Button Below to Schedule a Consultation with us Today!
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New Booklet Release
Download Your Copy Today!
“There’s no cost to this booklet because every
woman should have these answers when they need them”
Just enter your name and email below to get the
booklet in your inbox…
