There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family. What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.


STRATEGIES PRODUCTS
Taxable Compound Interest Series E/EE Bonds
Dollar Cost Averaging Non-matched Retirement Account
Buy Term and Invest the Difference 15-Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10, 20, or 30-Year Term Life Policies
Tax Deferral Strategies Long-Term Investing
Buy Term and Invest the Difference Survivorship Life Insurance
Low Yielding Savings Accounts

 

Click here to see how one of the strategies listed above may be problematic for your wealth building process.


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Chris Collier is licensed to sell insurance in AZ, CA (CA License Number 0B85667), FL, IL, IN, KS, KY, MI, MN, NC, OH, OK, SC and VA and securities in AL, CA, IN, KY, MI, MN, OH and PA

We cannot communicate with, nor respond to, requests from people who reside in states where we are not licensed to conduct insurance and/or securities business.

I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services LLC, member SIPC. Supervisory address: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999.

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