...while taking care of yourself in the process.
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?
Pick any or all of the 3 topics above that speak to you and your personal situation
Once it shows you've watched a training, you'll be allowed to book a call
You'll have a conversation with Mr. Jordan to explain your situation
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)
or email wendy@jordanretirement.com
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