ABN Financial Services
Individual and Family Protection
Achieve Your Goals
In our more than 20 years of experience we have provided life insurance, annuity and medicare supplement/advantage products to our clients giving them the peace of mind they are looking for. Our focus is on building a long-term relationship finding other ways to add value to their lives such as debt elimination or a medical savings matching account that will decrease their out-of-pocket medical expenses by half.
Looking to provide big corporate benefits to your employees but cannot afford to pay for them? We provide solutions to helping your employees maximize their individual benefits without any additional costs to you:
Tax free retirement
Medical Savings Account that matches like a 401K
And more . . .
Finally, we can help you get bank financing for your own tax free retirement program to help you conserve capital for your business, while NOT neglecting your own financial future.
The Independent Sales Agent
Grow Your Business
Our sales agents thrive with us because they are finally in control of their time and income. They no longer need to prospect since they rely on our own lead program. They no longer have to come into an office to take up space since they work directly with clients in their homes or via inernet webinars due to the pandemic. The proof of our success can be found in how much their spouses and children love the family orientation of our company.
Tax Free Retirement
Achieve Your Retirement Goals
We have become the experts in helping our clients develop a lifetime tax free retirement income through various financial instruments that do not involve risk in the market. We can take you through the analysis process to determine what your goals are and how we can help you reach those retirement goals. We focus on safety instruments that will not risk your hard earrned money in the market. If you are a teacher or municpal/county worker with a 403(b)/457 reitrement program, we can review your pension plan and determine what the gaps are in your future retirement projections to help you retire comfortably with no surprises. You will not lose with us.
If you make more than $100,000 per year . . .
We have been able to bring the benefits of premium financing from the mega wealthy to the person making six figures a year. Premium financing is a concept that's been around for decades serving the mega rich where they have a bank help them finance their retirement income for tax free lifetime income. Now we are able to make this concept available to the six figure plus income earner.
Teachers/School District Employees, Municpal Workers, City/County Employees etc. - 403(b)/457(b) Pension Advising
Will you have enough to retire?
We are certified in 403(b)/457(b) pension advising to help you meet your retirement goals through your 403(b)/457(b) pension program. Many employees really don't have any idea if what they are saving through their employer sponsored program is enough to retire on. That's where we step in to help. We will review your program and calculate exactly what you should expect your current retirement plan will provide when you retire. We will identify any shortfalls and will provide you advice as to how to meet that income gap with our various financial products primarily through your 403(b)/457(b) program and payroll deduction slot when possible, or alternative methods as appropriate. Let us know how we can help!
- Tue, Mar 02ABN Zoomcast