Welcome to John Doe Financial

retirement planning

Welcome to [Life Insurance Advisors]. 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

Why Your Advisor Is Talking to You about Fixed-Indexed Annuities

Once thought of as a single retirement funding source, ...

Read more

Drawing Social Security Early and Still Working? The Social Security Earnings Test is Crucial.

Many people decide to ‘semi-retire’ early and start taking ...

Read more

The SECURE Act Is Law- Notable Changes to Retirement Savings

Effective January 1, 2020, the SECURE Act, a progressive change ...

Read more

Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

One of the most critical things in retirement is not having ...

Read more

Comments are closed.