ivis cruz · LIFE INSURANCE
Protect your family’s present and future
I Invite you to learn about my strategy so you can 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!
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
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.
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.
Crafting tailored plans
I specialize in crafting tailored plans that align with your unique needs and financial goals.
Professionalism
A seasoned financial advisor with a wealth of experience.
“The best way to predict the future is to create it”
Take the reins, secure your future and that of your loved ones.
contact
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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.