Welcome to Strickland Insurance & Financial Services
PDF Print E-mail

"The Key to Your Financial Success"

Strickland Insurance & Financial Services, is an agency offering alternative financial solutions to help our clients secure their life savings, accumulate wealth and tax free legacy transfers. In these troubled financial times, we are fully committed to help creating peace of mind and security for your financial future.

We understand that each situation is unique and personal meeting is beneficial to evaluate your needs, worries, and financial goals. Additionally, we provide free, no obligation quotes for life, health, and long-term care insurance solutions. Our teams of experts are competing to find the best solution for your specific need at the best price.

 
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
  • image
What's New in Insurance & Financial Planning?

Tax-Free Retirement

Tax-free retirement is the process of using a permament protection life insurance policy as a supplemental retirement plan.  It’s not the “traditional” life insurance that you are accustomed to where you have to die in order for your heirs to access the benefits of the policy. I’m talking about life insurance with living benefits. These are benefits that you can utilize while you are living.

Benefits

  • Life insurance death benefit will be received by the heirs income tax free.
  • The life insurance policy cash value grows on a tax-deferred basis.
  • As long as the policy is not designed as a Modified Endowment Contract (MEC), the client can take tax-free withdrawals up to basis and tax-free loans thereafter from the cash value.
  • No mandatory distributions necessary.
  • No contribution limits like traditional retirement programs. That means you can contribute as much as you want for as long as you want.

Who should consider this as an option?

  • Individuals who have disposable income that are looking for other options to accumulate wealth without any risk
  • Individuals who are putting more that their company match in an employer-sponsored retirement plan (401k,403b, etc)
  • Self-employed professionals or individuals whose income is too high that they do not qualify for traditional retirement programs due to income restrictions

Get Your News Widget

Follow Us

Follow Us on Facebook