ivis cruz · life insurance

Safeguard your family’s present and future

I invite you to learn about my strategy to achieve it

insurance plans

Providing comprehensive coverage that offers peace of mind in an
ever-changing financial environment

Secure Today, Thrive Tomorrow: Unleash the Power of Combined Term and Whole Life Insurance! Safeguard your family’s present with Term Life, while building a robust financial future through Whole Life – the perfect blend for ultimate protection and retirement savings. Act now to ensure a legacy that lasts a lifetime!

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Term Life Insurance

Term life insurance is a tax-free safety net for your loved ones. You pay a fixed premium for a set period 10, 20, or 30 years), and if something happens to you during that time, your family gets a tax-free payout. It’s a simple, affordable way to ensure financial security without worrying about taxes taking a chunk out of the benefit your family receives.

✓ Coverage for temporary needs (10 to 20 years)
✓ Pay- monthly, quarterly, or yearly
✓ No payment increases
✓ Death benefits can be transferred to beneficiaries tax free

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Whole Life Insurance

Whole life insurance is a tax-free savings plan that starts when you’re young. By building cash value over time, it becomes a financial cushion in your retirement years. Imagine a life where you can enjoy retirement without worrying about work. Whole life insurance offers peace of mind and the freedom to savor your golden years to the fullest – because you deserve it!

✓ Guaranteed lifetime protection
✓ Guaranteed cash value growth that can be accessed when needed
✓ Accrue tax deferred, allowing you to maximize your savings
✓ Pay- monthly, quarterly, or yearly
✓ No payment increases
✓ Death benefits can be transferred tobeneficiaries tax free

Let’s work together to build a  solid foundation for your future.

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Trust and transparency

My commitment is not just limited to offering financial advice; it’s about building lasting relationships and ensuring that you and your loved ones are well-protected against life’s uncertainties.

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Crafting tailored plans

I specialize in crafting tailored plans that align with your unique needs and financial goals.

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Professionalism

A seasoned financial advisor with a wealth of experience.

about me

Ivis Cruz, seasoned financial advisor

Hello and welcome to my corner of the digital world! I’m Ivis Cruz, a seasoned financial advisor with a wealth of experience dedicated to helping individuals and businesses navigate the complex landscape of insurance. With a keen focus on both personal and group insurance solutions, I specialize in crafting tailored plans that align with your unique needs and financial goals.

Over the years, I’ve honed my expertise in Term and Whole-Life insurance, recognizing the importance of providing comprehensive coverage that offers peace of mind in an ever-changing financial environment. My commitment is not just limited to offering financial advice; it’s about building lasting relationships and ensuring that you and your loved ones are well-protected against life’s uncertainties.

Whether you’re seeking personalized insurance solutions for yourself or exploring options for your business, I’m here to guide you through the intricacies of the financial landscape. My approach is rooted in a deep understanding of your circumstances, allowing me to provide recommendations that are not only practical but also aligned with your unique aspirations.

Join me on this journey towards financial security and let’s work together to build a solid foundation for your future. Feel free to explore my various services and reach out for a personalized consultation. Your financial well-being is my priority, and I look forward to being a trusted partner on your path to financial success.

“The best way to predict the future is to create it”

Take the reins, secure your future and that of your loved ones.

contact

Take care of enjoying,
get your financial security

Book a meeting on my calendar on the day and time you want to meet and where I will be able to answer all your questions, giving you the appropriate information for your needs. You can also contact me by WhatsApp.

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