SAVINGS GROWTH SECURITY RETIREMENT
LIFE BUILDER Plans for Kids (Tax Free)
RETIREMENT BUILDER Plans for Adults (Tax Free)
LEGACY Life Plans for Parents/Grandparents
Retirement Income Plans (IRA/401K Conversions)
Cremation, Funeral & Cemetery Plans
Medicare, HMO / PPO
Scroll down for descriptions of services
LIFE BUILDER PLANS for Kids (Tax Free)
Build savings with an affordable plan. Savings are fully accessible for life. May be used for college, weddings or emergencies. No penalties for anytime withdrawals. Your savings and Interest growth is protected. There is a Death Benefit if a tragedy should strike. You may draw income at time of retirement (tax free). Get an early start to maximize growth. Call for a savings plan review.
RETIREMENT BUILDER PLANS for Adults (Tax Free)
Save money for retirement. Call us for an IRA/401K comparison. Your savings are protected. There is Guaranteed minimum interest growth in down markets. Maximum savings and interest growth in good markets. All of the gains. None of the risk. Your money is accessible if needed. Savings may be used for life events, family or emergencies penalty free. Retirement income is guaranteed from age 65 to 100 TAX FREE. There is also a sizable death benefit for your family. Call for a savings plan review.
RETIREMENT INCOME PLANS for Retirees (IRA/401K Rollovers)
If you are getting ready to retire? Family Insurance Partners offers fixed annuities to help you get on the road to a financially secure retirement. The biggest fear for Seniors is running out of money before running out of life. Planning now can help you meet your retirement needs in the future.
You may need to roll over your IRA or 401K into an income producing plan. Earn market gains without market losses. Billions of dollars are transferred every year to fixed and indexed annuities. Many plans offer guaranteed lifetime income. Critical Illness, Long Term Care, and Terminal Illness may be concerns for you.
People today are living longer. Persons reaching 65 have a life expectancy of 18 additional years (83). Are you retirement ready? Call for a review.
LEGACY LIFE PLANS for Parents/Grandparents
Life insurance protects families and businesses against the death and financial burden of the bread winner, family member or to build cash that can be utilized to meet financial goals later in life. A solid financial plan cannot be considered complete without serious consideration to the amount and type of life insurance that is right for an individual's specific situation. Types of Life Insurance include: Term Life, Universal Life, Whole Life and Return of Premium Term Life Insurance. A life insurance policy can offer the protection you need at a price you can afford. Call for a savings plan review.
CREMATION, FUNERAL AND FINAL EXPENSE PLANNING
Final Expense Plans set aside funds for end-of-life expenses. Early planning assures your wishes and desires are aligned with your financial circumstances and your family is protected from financial hardship. Options include Burial, Cremation and Funeral. Cemetery, Funeral and Insurance plans are available. CALL FOR FREE PLANNING GUIDE.
AFFORDABLE HEALTH CARE (Obamacare)
The affordable care act was designed to help families gain better access to healthcare. Standard benefits specified by Covered California allow you to make informed decisions about what health insurance plan satisfies your needs and meets your budget. For many financial help is available as long as they purchase their health plan from Covered Californias marketplace. The less income you earn, the more financial assistance you can receive.
MEDI-CAL HEALTH PLANS
Family incomes hard hit by the tough times may qualify you and your family for FREE health insurance for Medi-Cal. Pre-existing conditions will not prevent you from receiving coverage. Call for Free coverage review.
Medicare Advantage plans provide Seniors with additional health insurance benefits not available through traditional Medicare Parts A or B. A Medicare complete plan includes hospitals, doctors, services and prescriptions all in one plan. We are approved with many of the best plans in Southern California. Find out which plan would work best for your health.
WILLS, TRUSTS & ESTATES
Keeping an up-to-date Will or Trust is vital to protecting the people you love. You can name guardians for your children or pets, Leave a legacy, Manage the distribution of your estate and Leave instruction for Medical and Financial Powers of Attorney.
We can help you meet your goals in the area of financial planning, retirement planning and tax reduction. Just contact our offices to setup a no-obligation appointment.
Affordable Health and Retirement Solutions for Families