Tom O'Hagan at Compass Financial Solutions

Here is our talented Chief Education Officer explaining an Annuity. https://vimeo.com/832358025?share=copy&id=bJ38etPCMiZ

What is a Fixed Indexed annuity? This is "What is a Fixed Indexed annuity?" by Compass Financial Solutions on Vimeo, the home for high quality videos and the people who love them.

Did you know only 4% of retirees are truly 'living the dream'? It’s time to change the norm. If you’re earning over $200,000 a year and are in good health, you’re perfectly positioned to enhance your plan. With Kai-Zen, you don't just save; you use your savings in conjunction with the smartest leverage on the market. We offer a financial strategy that amplifies your savings through intelligent leverage, providing tax advantages, protection for your family, and the potential for significant retirement income. Why settle for less when you can optimize your future? Explore how Kai-Zen can transform your financial landscape. Click here to learn more and take your first step towards a dream retirement: https://bit.ly/3WM76vU

Ever feel like your yearly bonus is more of a tax magnet than a reward? Imagine being at a top-tier restaurant, ready to toast your hard work with a fine wine, but a significant portion ends up with the taxman.
Here's where Kai-Zen steps in, like a seasoned sommelier with a savvy plan. It's a strategy that nurtures your bonus, allowing it to mature over time, much like a fine wine ages for your retirement.
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Kai-Zen can provide up to 3x additional funding for your financial future that can be used to help supplement your retirement savings, preparing you for what’s ahead.
Kai-Zen isn’t just about building wealth; it’s about protecting it too. With its significant death benefit protection, you ensure that your legacy is safeguarded, offering peace of mind to you and your loved ones.
See you how you can earn 60 - 100% more benefits than using your money alone.
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A personalized approach enables OneAmerica to support your clients as efficiently and wholeheartedly as possible, so that loved ones can focus on the love and attention only they can give. OneAmerica has resources and guidance available to your clients online, 24/7. Visit oneamerica.com/claims to learn more.
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OneAmerica strives to make it easy for loved ones to care for your clients, even when they’re miles away. Their designated Care Benefit Concierge will walk them through submitting a claim and help them in any way possible. Let’s talk about how the OneAmerica claims process can support your clients through some of the most challenging times in life.

There’s care only loved ones can provide, like preparing your clients’ favorite meal or doing their nails just right. That takes time. OneAmerica gets it. OneAmerica is committed to support your clients when they need it. Specialists will take care of the claim, so they can invest more time on what matters most – their loved ones.

When submitting a claim, your clients will be assigned a designated Care Benefit Concierge, who will handle their claim from Day One. The same care specialist will be there for them the entire way through. Let me help you get that level of personalized service for your clients and their loved ones.

Medicare DOES NOT cover services or expenses. Prepare today for a secure future for you and your loved ones. http://tinyurl.com/yorpu2en/ http://tinyurl.com/yokuzf7v/

Adjusting to the reality of long-term care can be challenging, but OneAmerica is here for your clients. OneAmerica will go the extra mile to ensure their peace of mind. Does it sound like something your clients will be interested in? Let’s talk.

When a OneAmerica policyholder needs long-term care, loved ones can rest assured knowing OneAmerica will take as much off their plate as possible. That way they can focus on providing the love and attention only they can give. Call or message me anytime to learn more.

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🔐 Unlock a Future of Financial Security!
Choose Compass Financial’s Policy Genius Pro Term Quote for a life insurance plan that promises certainty in uncertain times. 🌟🛡️

💼 Take the first step towards security: https://bit.ly/46DCf7d?id=yoXtvdwBMz

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Making a financial plan, before dementia begins, could be the protection you and your loved ones need to help prevent financial ruin. http://tinyurl.com/ypgmzdns/

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Trying to help a Client get the right phone number for Principal Financial Group. I wonder how much a minute for some steamy mutual fund action? Also, Principal, if you see this, I could use a direct phone number.

Making a financial plan, before dementia begins, could be the protection you and your loved ones need to help prevent financial ruin. http://tinyurl.com/yqk7w8kg/

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Important Notice for Santander CD Holders: Mandatory CD Surrender Ahead. Don't worry, we've got you covered! Switch to our Tax-Deferred Option and keep your investment growing, penalty-free. Secure your finances with us. Act now for a seamless transition! Click here https://bit.ly/3uIs7f7

Most people aren’t prepared for needs, though a majority will probably need it.

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Stability and protection when you need it.

Stability

Breathe easy. You’re protected.

Peace of Mind

Important Notice for Santander CD Holders: Mandatory CD Surrender Ahead. Don't worry, we've got you covered! Switch to our Tax-Deferred Option and keep your investment growing, penalty-free. Secure your finances with us. Act now for a seamless transition! Click here https://bit.ly/3t4NgzK

🔐 Unlock a Future of Financial Security!
Choose Compass Financial’s Policy Genius Pro Term Quote for a life insurance plan that promises certainty in uncertain times. 🌟🛡️

💼 Take the first step towards security: https://bit.ly/46DCf7d?id=0oggvGXQ9i

Millennials have already experienced recessions and inflation. Caregiving could cause another big financial hit.

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Most people aren’t prepared for needs, though a majority will probably need it.

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Solid security you can’t outlive.

Security

It’s not customer service, it’s PERSONAL service.

Support

You can purchase protection with a guaranteed death benefit, if you don’t use it.

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Millennials have already experienced recessions and inflation. Caregiving could cause another big financial hit.

https://tinyurl.com/ytql8mbc/ Contact me today to learn how to protect your loved ones. https://tinyurl.com/ymhzv85s/