THAT Insurance Service sees the need to educate people about the benefits of early saving and planning ahead. Their alliance of veteran insurance consultants is determined to make a difference.
“Life insurance products are the most misunderstood wealth-building tool available! For over 200 years people have used insurance products as a financial service to accumulate, grow, protect and transfer wealth to designated heirs.”
“In 1710 Charles Povey formed the Sun, the oldest insurance company in existence which still conducts business in its own name. It is the forerunner of the Royal & Sun Alliance Group. In 1735 The Friendly Society, the first insurance company in the United States, was established in Charleston, South Carolina,” said the THAT Insurance team.
They add, “All too often life insurance is overlooked as a form of wealth accumulation, wealth retention, wealth management, wealth transfer, a means to a taxs-free worry-free retirement; with the ability to pass that wealth to your designated heirs. These are insurance strategies used to avoid paying capital gains taxes on your cash assets; avoid estate taxes; turn off Probate and protect against Divorce settlements. This can all be set up through a DBA, LLC, or Corporation and write it all off!”
Equipped with invaluable knowledge from their combined five hundred years of experience in the insurance industry, THAT Insurance Service helps their client to understand the value of having a Life Insurance Retirement Plan (LIRP.)
According to the THAT Insurance principal, Michael E. Jordan, the company’s services are founded on proven-effective strategies on asset management and wealth protection. THAT Insurance’ asset management service, under their Business Owner Advantage program, offers a risk-free guarantee on the client’s accumulated principal. This guarantee is committed to by the company in a legal contract, assuring their clients of its trustworthiness and the potency of its methods.
Additionally, THAT Insurance also provides wealth protection services to clients who wish to secure their assets from potential risks. The company offers protection from taxation issues, government seizures, lawsuits, and probate.
Interested clients may book an initial consultation with THAT Insurance free of charge. During this introductory meeting, one of the company’s licensed consultants will offer expert analysis of the client’s income resources and identification of target goals. Based on these, their advisor will lay down the ways on how they can effectively leverage debt and manage their assets.
THAT Insurance Service currently offers a number of services including business tax savings, wealth building, and retirement planning.
More information about the company and its insurance services can be found on the THAT Insurance Service website, https://www.thatinsuranceservice.com/.