by Yasmin Peña | Feb 21, 2024 | Estate Planning, Health Insurance, IUL, Life Insurance
Indexed Universal Life Insurance (IUL) has become a versatile tool that goes beyond simple financial protection in the event of death. When it comes to financial planning, one of the most strategic uses of this type of insurance is the accumulation of funds for...
by Yasmin Peña | Feb 14, 2024 | Estate Planning
In the exciting universe of sales, the key to success lies not only in the product you offer but in the ability to understand and satisfy the customer’s needs. Have you ever wondered how you can sell more? One of the most effective tips for increasing sales is...
by Yasmin Peña | Jan 25, 2024 | Without category
When it comes to obtaining a loan and using financial tools as your own bank, there are two common options: the IRA (Individual Retirement Account) and the IUL (Indexed Universal Life Insurance). Both have their advantages and challenges, and here are some key points...
by Yasmin Peña | Jan 10, 2024 | Estate Planning
Have you ever wondered, “What is a 401(k)?” Today, I want to tell you that it is a fundamental tool in the financial landscape of the United States. It can act as an employer-sponsored retirement plan, where employees allocate a portion of their pre-tax...
by Yasmin Peña | Jan 5, 2024 | Life Insurance
Today, I want to answer a question that I am frequently asked, and it has to do with how much life insurance costs. Understanding what factors influence the monthly payment of a plan can help you make decisions when choosing a policy, ensuring that it fits your needs...
