Financial Security & Investment Planning with Moneywise Life
Coverage for your unique needs!
About Us
Our Commitment
Everyone needs the best financial advisor to get effective and affordable investment planning; Steady Retirement Income & Secure Family Protection plans, financial retirement planning. Let us do the analysis to figure out what plan is the best deal for you. A Financial Professional can uncover a plan that fits your lifestyle and budget. We help to build your financial security.
Secure your family, build wealth under the astute guidance of MoneyWise-Life; we offer you a free customized Financial Need Analysis [FNA] anytime 7 days a week at your convenience. MoneyWise Life is a one-stop-shop for all your financial needs.
Needed Coverage
You will find insurance plans for the entire family to help cover serious life & medical emergencies. We can help you save on college education, family emergencies, disabilities, financial retirement planning, Investment Planning, Long term care and death benefits tax-free cash accumulation through investment strategies from our varied provider network customized to suit your individual needs. We have now added PNC services; [Commerical, Home, Busines, Auto, Profesional, & property coverage] You can avail our one shop stop for all your needs!
Maps to the Markets
We work tirelessly to stay informed about the latest changes in the Insurance markets. We can provide you information on what your market has available right now and any expected changes.
Career
Opportunity
At MoneyWise-Life we also help build careers by offering a ‘distribution agency’ for motivated persons with an entrepreneurial mindset. A Ready-to-go System and tools will be provided at the time of registration.
If you would like to earn passive income lifelong, be self enabled & help the community contact us at: moneywiseandlife@gmail.com
Financial Services Carriers
What We Cover
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Insurance and Annuity Products with Living Benefits*
- Indexed Universal Life
- Term Life
- Guaranteed Issue Life
- Indexed Annuities
- Guaranteed Universal Life
- Final Expense Life
- Fixed Annuities
- Final Expense
* Provided Through Hegemon Financial Group, LLC
https://hgicrusade.com/reemashelke/
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INCREASE CASH FLOW
We identify expenses that can be reduced, eliminated or optimized then we identify opportunities to increase revenue.
DEBT MANAGEMENT - We help with debt free plans of 7-8 yrs :-mortgage, credit card debts, student loans, financial obligations.
EMERGENCY FUND-To properly plan and be prepared for emergencies, 3-6 months of
INCREASE CASH FLOW
We identify expenses that can be reduced, eliminated or optimized then we identify opportunities to increase revenue.
DEBT MANAGEMENT - We help with debt free plans of 7-8 yrs :-mortgage, credit card debts, student loans, financial obligations.
EMERGENCY FUND-To properly plan and be prepared for emergencies, 3-6 months of net income should be in reserve and assessable in a bank.
BUILD WEALTH-Long term savings to outpace inflation & minimize taxation.
PRESERVE WEALTH- Help keep money in the family.eliminate estate taxes upon the transferrance of wealth from one generation to another.
Cash Accumulation & Money Management- Help keep money in the family.eliminate estate taxes upon the transferrance of wealth from one generation to another.
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PROPER PROTECTION
The majority of Americans do not have enough life insurance nor do they have the right type of life insurance for their family's needs. Furthermore, as the cost of healthcare rises and we are living longer, most people are not prepared for the costs that are associated with chronic, critical or terminal illness.
Contact us
Contact us
Personalized coverage for you and yours
Please send us a message if you have any questions.
Feel free to email us: moneywiseandlife@gmail.com
MoneyWise-Life
Hours
Monday - Friday: 24/7
Saturday - Sunday: 24/7
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