​To start with, we will show you how you can lower the life and health insurance rates you are currently paying

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• We use sophisticated analytics software (powered by our proprietary iDrive Technology Platform) to measure and compare your life and health insurance rates to see if your insurance company now offers better coverage at lower rates.

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• If your insurance company now offers better coverage at lower rates we will get you the lower rates and where possible a refund of any overpayment you have unknowingly made. The largest refund we have obtained for a client is just over $119,000 (yes, you read that correctly).

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• If another insurance company offers better coverage at lower rates than your current coverage we will provide you with those details and assist you to obtain the better coverage at the lower rates.

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We will show you how you how your life and health insurance policies can be used to transfer money out of your company tax free

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• The life and health insurance policy(s) you already have can be used to transfer money out of your company "tax free" to enjoy during your retirement years.

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• I will send the details to your accounting advisor so they can independently confirm for you the ability to use your life and health insurance policies in order to receive "tax-free" payments from your business to yourself. 

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Given the sacrifices you have made in building your business, you and your family deserve to have high quality life and health insurance policies provided, as an extra" benefit to you and your family, by your company

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• As Business Owners we only receive such life and health insurance benefits along with the resulting "tax-free" payments if we make it happen which is where we come in as a Trusted Life & Health Insurance Advisor for Business Owners. 

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• You already have life and health insurance coverage, so let's take what you already have, make any adjustments required and make a plan so that you will receive "tax-free" payments from your company to enjoy during your retirement years.

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• ​You no doubt have a history of recognizing and making the right business decisions at the right time or you would not have gotten to where you are today and achieved the success you already have.

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• You don't need us to continue succeeding into the future. The question is does it make good business sense to you to explore if we could contribute to you and your family in a meaningful way as your Trusted Life & Health Insurance Advisor so that you have peace of mind knowing that your life and health insurance coverage is properly in order and that you will be receiving "tax-free" payments from your company to enjoy during your retirement years.

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• If the answer is yes then let's get it done and let's get it done now while its top of mind. Just send me a text or email to let me know you are interested and I will make it happen for you.