What do we do? (Video)
20 minutes presentation by April Deng
Our Major Products
The Care Package
Every one needs a care package.
Basic estate planning: Will, living trust, Power Of Attorney, Advance Medical Directive
Inter Vivos, PLLC | Estate Planning Solutions, Phone: 801.923.8350, Fax: 801.742.7055
Gap Insurance:
To provide fund for the funeral and memorial services within 48-72 hours when a loved one pass away.
Everest Final Expense insurance & Concierge service: https://www.everestfuneral.com/wfg-us/
Income/Mortgage Protection: Term Life with Living Benefits
Tax-free Accumulation: Indexed Universal Life insurance (7702 plan)
IUL Resources in English (A collection of MP4 videos)
401(K) Rollover:
Reduce fees, opportunity to systematically convert to Roth, floor for principal protection and lifetime income rider
Long-term Care Insurance (LTC)
Basic estate planning: Will, living trust, Power Of Attorney, Advance Medical Directive
- The Estate Planning and Asset Protection Page ( clickable link)
- Contact info of Jacob Stewart:
Inter Vivos, PLLC | Estate Planning Solutions, Phone: 801.923.8350, Fax: 801.742.7055
Gap Insurance:
To provide fund for the funeral and memorial services within 48-72 hours when a loved one pass away.
Everest Final Expense insurance & Concierge service: https://www.everestfuneral.com/wfg-us/
Income/Mortgage Protection: Term Life with Living Benefits
- Download the Transamerica Trendsetter LB Brochure (PDF)
- Download FFIUL living benefit rider brochure (PDF)
Tax-free Accumulation: Indexed Universal Life insurance (7702 plan)
IUL Resources in English (A collection of MP4 videos)
401(K) Rollover:
Reduce fees, opportunity to systematically convert to Roth, floor for principal protection and lifetime income rider
Long-term Care Insurance (LTC)
主要产品专题页面 (中文）
点击每张图片，我们的3大类主打产品的相关信息都尽在指尖
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2023-11-12 家庭财务规划要点及多个实例分享
下载PPT 11-2023-家庭财务规划.pptx
家庭财务规划多方面的考虑 -Johnny Qu （MP4 录像）
Johnny Qu 是Rocky 团队产品技术委员会的主席，百万戒指获得者，两 千万大保单的缔造者。
Johnny Qu 是Rocky 团队产品技术委员会的主席，百万戒指获得者，两 千万大保单的缔造者。
杨总大团队大咖产品培训系列录像
这个系列培训的讲师都是杨总万人团队精挑细选出来的有多年经验的大咖，培训内容覆盖我们所有的主打产品，而且大咖们不只讲解产品，他们还融入跟客户设计方案的理念和沟通要点。 他们的培训一定会让你大呼过瘾，有助于你系统学习理财知识和产品。
Product Training PPT and Recordings 产品培训录像和 PPT
You can find most important product training materials and recordings in this folder in my Dropbox. The files are constantly updated. Click on the image or the section title above to open the Dropbox folder. 所有重要的产品培训录像和PPT都可以在这个Dropbox 里找到, 而且这些文件不断即时更新。点击上面的标题或图标就可以打开文件夹。
