Lifelong Protection and Investment Growth
At EWANGJOE FINANCIAL, we’re committed to helping you achieve lifelong financial security. With our innovative investment strategies and comprehensive protection solutions, you can feel confident about your financial future.
Unlock Financial Success with EwangJoe Financial Planning Services
Income protection
Tax-Free Retirement
Debt Management
Million Dollar Baby™ Policy Plan?
The Million Dollar Baby IUL plan is specifically designed to help parents or guardians save and invest money for their child’s future financial needs, such as education or other major expenses, while also providing a death benefit in the event of the policyholder’s passing. The plan offers tax benefits, steady growth potential, and the ability to transfer ownership to the child at a certain age.
Overall, the Million Dollar Baby IUL plan is a comprehensive financial solution that combines the benefits of life insurance with the potential for long-term investment growth. It is typically offered by insurance companies and financial institutions and may have specific terms and conditions that vary depending on the provider.
- Growth that is not subject to taxes.
- Utilize the funds for income that is not subject to taxes.
- As early as 14 days after birth, a plan can be established for your child.
- The cash values can be used by your child for various financial purposes throughout their life, such as education, home down payment, business start-up, and even to provide financial security for their future family.
- The funds in the plan can be withdrawn while it continues to grow.
- Growth that is consistent and foreseeable.
- Parents, grandparents, legal guardians, aunts or uncles have the ability to open and retain control of these plans for as long as they desire.
- After reaching the age of 18, ownership of the plan can be transferred to the child without tax implications.
- Due to the fact that it is a life insurance plan, your child will have permanent coverage, regardless of any medical conditions that may develop.
- This is an asset that can be used for retirement by either you or your child.
- After a 20-year period, the plan is fully funded and no additional deposits are necessary.
Expertise, Dedication, and Personalized Solutions for Your Financial Goals
At EWANGJOE FINANCIAL, we pride ourselves on our expertise, dedication, and personalized approach to financial advising. Let us help you secure your financial future – contact us today to learn more about our services and how we can help you achieve your financial goals.
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- Professionals Certification
- 2k+ Happy Clients
- 10+ Services We Provide
- 50+ Members in Our Team
We Have 15 Years Of Business Experience
At EWANGJOE FINANCIAL, we understand that choosing a financial advisor is an important decision. That’s why we’re committed to providing our clients with the best possible financial advising experience. Here are a few reasons why you should choose us:
- Personalized Approach: We provide a personalized approach to insurance planning and analysis, taking into account your unique needs and goals. Our team of experienced financial advisors can help you develop a customized insurance plan that aligns with your long-term financial objectives.
- Extensive Experience: Our team has extensive experience in insurance planning and analysis, enabling us to provide expert guidance and advice to our clients. We have helped numerous businesses and individuals secure their financial future through comprehensive insurance planning.
- Reputable and Reliable: We only work with reputable and reliable insurance providers, ensuring that our clients have access to high-quality coverage that meets their needs. We conduct a complete background check of insurance providers to ensure that our clients are protected by reliable and trustworthy companies.
- Efficient and Organized: We understand that insurance planning and analysis involve several paperwork and documents. Our team can help you stay organized and manage the paperwork involved in insurance planning, making the process more efficient and stress-free.
- Comprehensive Coverage: We can help you determine the types and amounts of insurance coverage you need to protect your website and your finances. We offer a range of insurance products, including liability insurance, property insurance, and cyber insurance.
Personalized approach to financial advising
Innovative financial solutions
Expertise in training financial advisor
Exceptional customer service
The Step To Get The Great Financial Service
01.
Personalized approach
Financial advisors provide a personalized approach to insurance planning and analysis that takes into account your specific needs and goals.
02.
Complete Background Check
Financial advisors can assist you in researching and evaluating insurance providers, ensuring that you make an informed decision.
03.
Paperwork Involved
Insurance planning and analysis involves several paperwork and documents, such as insurance policies, claim forms, and beneficiary designations.
04.
Securing Your Financial Future
By working with a financial advisor, you can develop a comprehensive insurance plan that aligns with your long-term financial goals and objectives.
Need Financial Advice? Contact Us
We’re here to help. Contact us for personalized financial advising services and training programs that can help you achieve your financial goals.
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The Step To Become a Great Financial Advisor
01.
Brief orientation
Familiarize new financial advisors with company culture and values.
02.
Detailed presentation
Provide comprehensive presentation about the field of financial advising.
03.
Educate about services/products
Provide complete awareness of company services and products.
04.
Training complete
Equipping Advisors with Essential Skills and Knowledge for Success
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