SERVICES

MjG Financial Retirement & Insurance Consultant is a full-service firm offering a ROAD MAP to retirement to individuals and their families. Never a cost to you, we develop a plan with Guaranteed Lifetime Income. Just like your social security income and state pension plans, while keeping up with inflation.

Retirement Specialist:

RETIREMENT PLANNING

  • Roth IRA or 401(k), 403(b) withdrawals. When you house your retirement savings in a traditional IRA or 401(k) 403(b), you get an immediate tax break for funding that account. …
  • Non Qualified Annuities with Guaranteed Lifetime Income.
  • Indexed Universal Life (IUL) with Lifetime Income.
  • Whole Life Insurance cash-outs with Guaranteed Income/Own Bank
  • Social Security benefits.
  • Old 401k Rollovers.

Indexed Universal Life Insurance:

FINANCIAL COLLEGE🎓PLANNING

  • Tax Benefits
  • Flexibility
  • Death Benefit
  • No Contribution Limits
  • College Savings Plan

FINANCIAL LITERACY FOR YOUTH

LIFE-MEDICAL-DISABILITY INSURANCE

  • Health Insurance
    • Small Group- Aetna, BCBS, Cigna, Humana, United HealthCare, WellCare.
    • Individual & Family Under 65-Aetna, Community Health Choice, BCBS, Ambetter, Oscar, Molina, Aflac
    • Medical Management Programs
      • Asthma
      • Depression
      • Diabetes
      • Heart Disease
      • High Blood Pressure and High Cholesterol
      • Low Back Pain
      • Pain Management
      • Pregnancy
      • Weight Loss Programs
  • Medicare 65 and Older
  • Life/Burial
  • Dental/Vision
  • Travel Insurance-Blue Cross Blue Shield
  • Short Term Disability Income
  • Self Service

Life Insurance Gives- Final Expense No Medical Exam-Great Western, Low Cost! Monthly Premiums Never Change

Do you have life insurance outside of your employer? Family history of CANCER? Will it cover the your annual salary X 10? Mortgage? Children’s college tuition? If you answered no to any of these questions, we need to talk.

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Having life insurance is imperative for several reasons. Financial planning for your household is done out of love for them. Death is a reality for everyone. You want to make sure that your family is protected after your death. Life insurance policies help to pay off debts so that they are not a burden for your family.

Medicare can seem complex on your own. We are here to help. If you are ready to learn more about Medicare Advantage or Medicare Supplement(Medi-Gap) Plans work, click on the button below!

REAL ESTATE PROFESSIONAL

NOTARY PUBLIC LOAN SIGNING AGENT SERVICES

NOTARY PUBLIC

What is a Notary Public? A responsible person appointed by state government to witness the signing of important documents and administer oaths.

  • WILLS
  • TRUSTS
  • ADOPTION OF A CHILD
  • REFINANCE/MORTGAGE LOANS
  • POWER OF ATTORNEY
  • MEDICAL ADVANCED DIRECTIVE’S
  • FORMS NEEDING NOTARIZATION

REAL ESTATE INVESTOR

  • Pre foreclosure
  • Probate
  • Estate Planning
  • Mortgage Protection Insurance
  • Owe more than what your home is worth?
  • Short sale
  • Divorced
  • Inherited home
  • IBC fund your real estate deals with Whole Life Insurance
  • Wholesaler

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