We were both born in the Philippines and moved to the United States. We love traveling around the world because it allows us to experience the incredible richness of life, see different people, places, and cultures.
By profession, I am a Professional Engineer who works in the design industry, and my wife is in healthcare as a Certified Hemodialysis Technician (CHT).
Our passion for financial literacy, tax-free planning, retirement planning, and helping people has driven us to this industry.
We were both born in the Philippines and moved to the United States. We love traveling around the world because it allows us to experience the incredible richness of life, see different people, places, and cultures.
By profession, I am a Professional Engineer who works in the design industry, and my wife is in healthcare as a Certified Hemodialysis Technician (CHT).
Our passion for financial literacy, tax-free planning, retirement planning, and helping people has driven us to this industry.
Our Services
Living Benefits
Indexed Universal Life
Retirement Planning
Final Expense
Living Benefits
Insurance that YOU DON’T have to die to USE.
Critical Illness
Heart Attack - 1 American suffers every 40 secs
Stroke - 1 American suffers every 40 secs
Cancer - 1 American suffers every 17 secs
As many as 16 triggers based on state (Paralysis, Organ Failure, etc)
Chronic Illness
Can’t Perform 2 Of The 6 Activities Of Daily Living (ADL). Requires Constant Supervision To Protect From Threats To Health Or Safety Due To Severe Cognitive Impairment.
ADL’s: Eating, Dressing, Toileting, Continence, Transfer, Bathing
Terminal Illness
You Have 24 Months or Less to Live...
*NEW* Life Insurance
The modern Life insurance is with Living Benefits. You don’t have to die to access the benefit. One type of this is Indexed Universal Life. It also includes cash value accumulation with no market risk!
Contact Us for FREE Consultation
Retirement Planning
Retirement is enjoying the freedom to pursue your interests, spend time with loved ones, and relax. It's a time to reap the rewards of your financial planning and enjoy the fruits of your labor.
The most common problems with retirement are outliving your money, market volatility, low interest rates, and rising healthcare costs.
QUALIFICATIONS (any of the ff):
- 59-1/2 yrs old and above
- Dormant 401k, 403b, IRA, ROTH, others. Including from old job
- Liquid Assets of $20,000 or more (Any Age)
Final Expense
Covers the costs associated with a person's funeral, burial, and related expenses after they pass away. It's a comforting safety net that lets them focus on celebrating your life rather than stressing over the bills. In a way, it's your parting gift of love and peace of mind.
Let’s Connect.
Phone
(702) 577-4726
info@wealthlife.us
www.wealthlife.us