Seminar: Life Insurance Option C

Presented by Carlos Colon at Lake Sumter Landing If you had a blank canvas and could paint the "perfect" financial vehicle; what would it include?  Option C goes over the changes and the evolution of life insurance as a means to transfer wealth tax deferred or tax free, leave a long-lasting legacy, cover long-term care expenses, and even generate income for retirement.

Seminar: Long Term Myths Debunked

Presented by Diana Johnson at Lake Sumter Landing We all receive a lot of unsolicited advice when it comes to Long Term Care. How do you know what to believe or who to trust; especially on a topic that directly impacts you and your family’s future? We can help clear up some of the confusion. Make plans to attend this informative workshop, it’s too important to ignore. Bring a friend!

Seminar: Retirement Reality Check

Presented by Diana Johnson at Lake Sumter Landing You are invited to come discover how the future can be one of the most exciting times of your life.  At our educational seminar our goal is to provide you with  key financial strategies to increase income, reduce taxes, and keep you from running out of money during retirement.  Come learn how you can avoid the most common mistakes people make...

Seminar: Life Insurance Option C

Presented by Carlos Colon at Lake Sumter Landing If you had a blank canvas and could paint the "perfect" financial vehicle; what would it include?  Option C goes over the changes and the evolution of life insurance as a means to transfer wealth tax deferred or tax free, leave a long-lasting legacy, cover long-term care expenses, and even generate income for retirement.