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Eddie Levin, CLU, ChFC has spent
34 years
in the financial services industry helping people with their
retirement concerns. Over the years, he discovered there was no
magic answer to the retirement question, but crafted a solution
which was named "The CPR Plan" (Coordinated Program
for Retirement).
The CPR Plan enables you
to take a comprehensive look at your retirement while coordinating
various financial tools and products maximizing their
effectiveness for your specific situation. The CPR Plan can
make your retirement bullet proof and provides you the piece of mind that your
goals will be achieved. This plan can show you the way to
accumulate, protect and distribute wealth according to your specific
goals and objectives.
Retirement Risks
·
Preservation of capital due to
potential investment losses
·
Premature death leaving a family
or spouse without enough money
·
Injury or sickness depleting
funds for an extended period of time
·
Not saving enough to be able to
retire
·
Outliving your retirement income
·
Asset protection from lawsuits
and creditors
What can The CPR Plan
do for you?
·
Achieve maximum security both pre and post retirement
·
Guarantee of principal and a competitive interest rate
·
Protect your family and leave what you wish to your heirs
·
Provide additional savings outlets to 401(k)'s, IRA's & CD's
·
Provide guaranteed income for life
·
Protect the assets you have worked so hard to build up
The CPR Plan is
tailor-made for you with a combination of your personal input and
the assistance of a trusted professional advisor. We encourage
you and an advisor to work together to help you achieve your most
important goals for the benefit of you, your retirement and your
family.At AAdvantage
Financial Services, we believe building your retirement starts with
a conservative foundation and utilizes guaranteed products to ensure
there are no surprises down the road. We specialize in
Annuities, Life Insurance and Long Term Care Insurance, and
represent many of the top companies in the world as you will see
below. We are independent brokers with the ability to shop the
marketplace and find the best company and products to suit your
individual needs.
Some of the companies we
represent:
Key
Components of The CPR Plan
1. Annuities - Competitive
returns and safety of principal with options for guaranteed
retirement income for your lifetime. There are many
different types of annuities, some good and some that we do not
recommend.
We help you determine if an annuity is a fit for you and what type
would best suit your needs. One of the exciting new products
that we are offering is the Balance Plus Select Annuity (BPA Select)
with Aviva. As eluded to in the name, this product strikes a
balance between keeping retirement savings secure, and at the same
time, maximizing the amount of retirement income generated.
Click here for a brochure on the
BPA Select Annuity For more information about annuities,
please visit
www.AnnuityIncomePlanning.com
2. Life Insurance - Term and Permanent coverage.
Many people have heard the argument of whether term or permanent
insurance is superior. We believe every situation is
different and there is no blanket solution. We find that
many times a blend of both products can provide the true long term
solution. Term insurance can provide the immediate death
benefit need while permanent insurance can add some additional ways to save
tax deferred dollars and potentially tax free retirement income.
Permanent insurance accomplishes many of the objectives of The CPR
Plan and can be self-completing in the event of a long term
disability where many other retirement funding vehicles would
cease. Please click the links below to figure out your need
for life insurance and to get a free term life quote.
Click here for the life insurance needs analysis calculator
Compare Term Life Quotes from 140 American Term Life Insurance
Companies
3. Long Term Care Insurance -
Home care, assisted living and nursing home coverage. This
can protect the assets you have worked so hard to build up and
ensure they are not depleted due to a long term illness where care
is needed. The US Department of Health and Human Services
reports that the total number of Americans needing long term care
is expected to rise from 15 million in 2000 to 27 million in 2050,
an increase of nearly 100 percent which is a staggering statistic.
Please read the brochure below to find out all the information you
need on long term care.
Click here for a
consumer guide to long term care insurance
4. Disability Insurance - When most
people think about insuring their valuables, they think about
their car, their home, or maybe an expensive piece of jewelry.
What many people fail to realize is that all of those things are
purchased from your income. Your income is typically your largest
asset. Think about how much you earn in a year, and
think about what that would be over a lifetime. If an individual earns
$50,000 per year and he or she is 25 years old, in a 40-year period, he
or she will earn $2 million, and that's without any sort of inflation.
If you factor in modest inflation, the number could easily be twice as
high. We don't hesitate to insure our homes, our cars and other valuable
possessions. So why would you not insure something that is infinitely
more valuable than all those things?
Click here for the Disability Needs Calculator
How it Works?
1. We gather
information from you that is kept in the highest confidence and
not released to anyone. This includes basic personal
information about income, assets, and liabilities in addition to
any annuity or insurance products that you already own.
2. We analyze
the information and design your own Coordinated Program
for Retirement with a path for achieving your income planning goals and
objectives. This is offered at no cost to you.
3. We offer
suggestions on how your planning may be improved and make you
aware of any potential pitfalls you could face down the road.
If you have a plan in place already, we are happy to give you a
second opinion and make sure you have considered all aspects of
retirement and that your plan matches your goals.
Let's Get Started
If you are ready to get started and Rescue
Your Retirement with The CPR Plan, please contact us below
and we will provide you with the information needed.
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AAdvantage Financial
Services Eddie Levin, CLU, ChFC,
Owner
352-621-3103, 813-294-1420
AAdvantageFinancial@yahoo.com
www.AAdvantageFinancial.com |
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