Bob Curry:
Bob has been a client of Insured Wealth Solutions for seven years. He is a former Navy pilot, and while working for the Veteran’s Administration, Bob was diagnosed with ALS. During our initial planning process, we determined his former life insurance policy was obsolete due to its lacking of critical and chronic illness riders (living benefits). Our replacement policy’s living benefits thankfully covered Bob’s diagnosis. He received a substantial tax free lump sum as a result. Bob has used the policy to cover additional medical expenses not covered by his medical insurance. He states that our planning process was one of the greatest financial moves of his life.
David Leeper:
David, a recently retired engineer, talks about shifting his mindset and his money from risk to safety for his retirement nest egg.
Louise Bridges:
Louise, a self-employed healthcare consultant, explains how getting out of the stock market and into indexed annuities has brought her closer to her retirement goals