TruSolutions

11/06/2025

401k and 403b Investors📢

If your 401(k) or 403(b) has recently become inactive due to retirement, a job change, or a layoff, consider rolling over those funds into an Indexed Annuity or an Indexed Universal Life Insurance policy. This move can help protect your funds from being taxed..👨🏽‍🏫
https://www.thrivent.com/insights/annuities/should-i-consider-a-401k-rollover-to-an-annuity

*Get with a local Financial Advisor for more detailed information*

"Don't listen with the intent of answering, but with the intent of understanding." ~ Bobby Albert

Annuities can be great rollover options for your 401(k)—especially if you won't be getting another one. And while they may provide a guaranteed income stream in your retirement, they also can have fees and other implications attached. Here's what you should know.

07/19/2023

https://livingbenefitsexperts.com/trusolutions/videos?video=medicalbankruptcy

Medical bankruptcy has silently been destroying American families for years. Over half of the bankruptcies in the US...

06/07/2023

Are you aware that most inactive 401K, 403B, TSP, or an IRA retirement plans from a previous job are still in the stock market, which means it is subject to the volatility of the market positively and most importantly Negatively? Also, If you decide to withdraw from it, if you do not meet the age requirements of 59 1/2 you will be subject to an age penalty plus TAXED!

Let’s talk about how to keep your retirement plan Free from any penalties and Tax-Free.

704-661-5795 or [email protected]

06/07/2023

https://livingbenefitsexperts.com/trusolutions/videos?video=living_benefits_mosley

Carol and Darryl Mosley thought they had all of their boxes checked. They owned life insurance. But their policies were...

06/07/2023

https://livingbenefitsexperts.com/trusolutions/videos?video=living_benefits_amanda_and_eugene

When Amanda Thomas was diagnosed with thoracic cancer shortly after delivering their fourth child, her family’s world was turned upside down. She would spend...

06/07/2023

https://livingbenefitsexperts.com/trusolutions/videos?video=living_benefits_latasha_mccray

Latasha McCray was living her life to the fullest - she was in perfect shape, had a great job and a financial plan for the future...

05/11/2023

Friends,

If you are a believer that Knowledge is Power, then I am inviting you to join us this Saturday at 12 pm via Zoom to get some information that will add to your toolbox of Information and Understanding.

Please click on the link below and register for this free seminar. The information that I share has impacted over 200 individuals and families within the last 24 months. There is no other obligation but to Listen.

Remember GoFundMe is not intended to replace Life Insurance.

A look at financial products that can offer Security, Retirement Planning, No Risk Investing, and Generational Wealth Building.

05/01/2023

05/01/2023

04/11/2023

You Are Invited!

I am excited to announce my first live Financial Seminar in Charlotte NC, on April 29th (Saturday) at the Hickory Tavern Private dining room.

If you are in the area or will be, please register and attend to hear some valuable information on Risk-Free Retirement Plans, Living Benefits (Life Insurance you can use while still living) Indexed Products, and Inexpensive Final Expense Insurance.

There will be free lunch and drinks for all that attend. Register early because there are limited seats.

Hope to see you there!
https://www.eventbrite.com/.../how-to-gain-financial...

09/02/2022

https://youtu.be/r5pOvMojfrE