College Funding Solutions

The gift of a college education can open the door to a world of opportunity

Welcome to John Doe Financial

retirement planning

Welcome to Demo DMS we aim to provide an educational resource for those wanting to make intelligent, money-saving decisions about new or existing life insurance policies, products, and their applications for Tax Free Income planning, College Funding, Estate Planning, Business Succession, etc.

Our approach makes clients aware of all the best life insurance options for new or existing insurance.

For new insurance policies, we provide independent evaluations of proposals and projections and recommend the companies and products likely to offer the best value. This approach minimizes policy expenses and substantially increases benefits.

We also review the performance of existing insurance policies. Most of them are not performing nearly as well as the projections made when the policies were sold. Many “permanent” insurance policies are on course to fall apart, without corrective action, before the deaths of the insured.

Our services include long-term care, disability insurance, and annuities as well as life insurance.

Ask Us A Question

    Recent News

    COVID-19: Negatively Impacting the Social Security Retirement System

    COVID-19 has changed the way we interact with others and our ...

    Read more

    HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?

    The term HENRY (High Earners Not Rich Yet) refers to ...

    Read more

    Is Retirement Really About Numbers?

    For some people, retirement is all about the numbers, the age ...

    Read more

    Financial Planning and Living Globally

    The past 100 years have seen changes in how people plan for ...

    Read more

    Comments are closed.