WHO ARE OUR CLIENTS:
We specialize in working with Individuals, Small Businesses, and Independent Contractors in creating their own individual pension plan, Without Stock Market Risk! Our clients enjoy the peace of mind of knowing they will receive a monthly paycheck for life ….. even if their account drops to a zero balance over time! Guaranteed Lifetime Income addresses one of the biggest fears retirees have which is running out of money. Let one of our licensed rollover specialist show you how to Create Your Own Individual Pension Plan and safeguard your funds from stock market risk!
We work with some of the strongest, and safest companies on the market today!
Receive up to a 20% Match on your 401k or IRA Rollover!
| Rollover this amount | Your beginning balance will be |
| $100,000 | $120,000 |
| $200,000 | $240,000 |
| $300,000 | $360,000 |
| $400,000 | $480,000 |
| $500,000 | $600,000 |
We represent several A+ rated Insurance Carriers offering premium bonuses (also referred to as a match) which range from 6% -20%. A one page “suitability form” is required by all Insurance Carriers in the State of California to determine the amount of your premium bonus match.