PRODUCTS
We are a full service financial planning firm and provide the following financial products
Financial products
- Taxed deferred annuities/ fixed & indexed
- Life insurance term/ul/whole
- Long term care insurance
- Group health insurance
- Disability insurance
- Existing life insurance purchase program
- Existing annuity purchase program
How the rebate works
Forty days after we deliver your policy, we will send you a check for 50% of the first years commission earned. We will attach a copy of our commission and a check made out to the client on the policy. It's that simple.
Our quote system
We have access to hundreds of insurance companies and feel that it is important to shop around, this provides our clients with the best price and options. Just click on contact us and/or give us a call at 1-877- No Tax 2U and we will provide you a quote on the insurance products you need at the best price available and rebate 50% of our first years commission.