MAKE YOUR MONEY GO FURTHER FOR THE THINGS THAT ARE IMPORTANT TO YOU

...while taking care of yourself in the process.

WATCH OUR TRAINING

Do you hate the thought of everything you worked so hard for your whole life getting eaten up by taxes when you pass it down? Worse yet, unnecessary taxes that you didn’t even know were unnecessary?

Does the thought of getting blindsided by long-term care expenses that could eat up your nest egg fast enough to make your head spin frighten you? (especially since this is something that Medicare does NOT cover)

Do you secretly wish you had been able to save up more than you have so you could leave a legacy that makes you feel proud?

CAN YOU IMAGINE?

What if we told you there may be a way to make your money go further than you ever dreamed possible? How would that make you feel? Can you imagine getting to be a huge blessing to your children, grandkids, and your church or favorite charity?

Tell me, what would be better than that?

WE KNOW WHAT IT'S LIKE AND WE'RE HERE TO HELP.

We've helped hundreds of clients:

- Get exponential amounts for long-term care expenses

- Get exponential amounts on money they’re passing down 

- Get exponential amounts for the sale of their life insurance policies, compared to it's cash value. (yes, your life insurance is a sellable asset)

We’re in the business of making your money go further in your golden years, and we’ve got a solid team of seasoned experts to do just that. In fact, it doesn’t get any more experienced than this.

OUR TEAM

TRAININGS TO GET EMPOWERED

THE LONG-TERM CARE LOOPHOLE

THE "TAKE CARE OF YOU PLAN"

WATCH TRAINING NOW

THE LEGACY LOOPHOLE

THE "TAKE CARE OF THEM PLAN"

THE LIFE INSURANCE LOOPHOLE

THE "CHANGE YOUR MIND PLAN"

WHAT TO DO NEXT

Be savvy now so you're not sorry later

WATCH OUR TRAINING

Pick any or all of the 3 topics above that speak to you and your personal situation

BOOK A CALL

Once it shows you've watched a training, you'll be allowed to book a call

MAKE YOUR MONEY GO FURTHER

You'll have a conversation with Mr. Jordan to explain your situation

DO YOU WANT TO BE GOOD OR GREAT?

We get it. The last thing you want to do is talk to yet another financial advisor. After all, if you’re savvy like I imagine you are, you’re pretty confident (or at least hopeful), that you’ve got your plans buttoned up and ready to take care of you in your later years, and then pass whatever’s left to your children (if there’s anything left). 

But there’s a problem with that.

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RESULTS IN REAL LIFE

Carol, age 60, inherited $100,000 when her mother passed away that she decided she was going to use for long-term care, if she needed it. We helped her turn her $100,000 into $509,832 that could be used for long-term care!

(Watch Long-Term Care Loophole Training)

A 65-year old lady had $50,000 set aside in a CD for the sole purpose of passing down to her children. We were able to turn that $50,000 into $92,764 immediately, that would be passed down to her kids (TAX-FREE).

(Watch Legacy Loophole Training)

Margaret had no idea that passing her money down to her kids in an annuity was not a smart idea. Her $100,000 annuity had grown to $130,000, but once she switched it to what we like to call the "Take Care of Them Plan", her kids are now getting $220,000 (TAX-FREE).

(Watch Legacy Loophole Training)

A lovely, healthy 91-year young lady had a desire to help her son purchase real estate assets in Las Vegas. She intended to surrender her $1.9 million life insurance policy for the $116,000 of cash value. Our team was able to get her a $660,500 settlement instead.

(Watch Life Insurance Loophole Training)

ATTENDED A TRAINING AND NEED TO BOOK A CALL?

DON'T BE LEFT OUT.

Adults 65+ all across the country are flocking to these 3 new strategies that you may have never even heard of yet. Don’t be left out. And for goodness sake, don’t wait until it’s too late to implement any of them. This 45 minutes could end up saving you alot of headaches and a lot of your hard-earned money, like it has our other clients.

QUESTIONS? TEXT US AT

(850) 900-3154

or email wendy@jordanretirement.com