Building Financial Foundations For Families To Empower Them Today and Leave a Legacy For Tomorrow
Deb Stephenson
Your Trusted Financial Professional
Service Before Self
Knowledge and Experience
As a licensed professional, I have the experience needed to find the best product for each clients' goals.
My diverse background includes 30+ years in Information Technology, 15 years of real estate investing with and without my Self-Directed IRA, decades of investing in the market and 4 years of private money lending using my QRP and SD IRA.
I have access to A+ rated insurance carriers such as Nationwide, National Life Group, Foresters, F & G, Transamerica and Mutual of Omaha to name a few.
I am most passionate about two things in the work that I do:
First - ensuring families have policies in place in the event of the loss of the primary provider. It’s heart breaking to see GoFundMe campaigns used for final expenses and to provide lost income to a family! Nothing would make me happier than to never have to see another campaign like that due to the sudden loss of a loved one!
Second - educating others on using a life insurance policy while still alive for things such as living benefits, being your own bank (aka Infinite Banking), funding college education, tax-free retirement income, real estate investing, private money lending, working capital for a business and so much more!
Term Life Insurance
Term life insurance offers affordability and simplicity for a certain period of time. Premiums are fixed for the term of the policy. Term life insurance does NOT have any cash value.
Whole Life Insurance
Whole life insurance provides life long coverage (as long as premiums are paid) and includes a cash value component. Premiums are typically payable your whole life.
Accumulated cash value can be used by the insured via policy loans or withdrawals.
Universal Life Insurance
Universal life insurance provides permanent coverage (as long as premiums are paid) and includes a cash value component.
Premiums and death benefit amount are flexible. Accumulated cash value can be used by the insured via policy loans or withdrawals.
Life is unpredictable. Don't delay.
Reach out to our knowledgeable team to discuss your life insurance needs and receive personalized assistance.
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