LivingTree Life

Life insurance isn't just a policy; it's a promise to protect what matters most.

Share your thoughts below and let's start a conversation about smart insurance decisions! 💡💬

Consider strategic planning to minimize taxes on RMDs. Stay informed, stay ahead! 💡 ✨

"Behind every successful woman is a future she's building. 💼✨
Investing in retirement options isn't just about finances; it's about granting ourselves the freedom to live the life we've envisioned. Whether you're a career professional, a stay-at-home mom, or someone in between, having the right retirement plan is key to unlocking a fulfilling and worry-free future. Let's break barriers and secure the retirement every woman deserves! 🌟💰

Please welcome Lacey Perrin as she partners with our LTL team.

Hi, I'm Lacey.
As a specialist in Medicare, supplemental insurance, and Social Security, my role at Livingtree is getting to know you and your financial situation on a personal level.

I'll listen closely to understand what matters most to you now and in the future. My goal is identifying where we can strengthen or enhance your current portfolio to help you achieve your lifestyle and legacy goals.

With focused expertise in retirement, healthcare and income planning, I aim to provide clarity and confidence around your Medicare, insurance, and Social Security benefits. Navigating these intricacies can be complex, but my caring approach makes the process smooth and simple.

At Livingtree, we believe trusted relationships are the foundation. We take time to ask thoughtful questions, listen attentively, and gather complete details about your priorities and concerns.

This allows us to offer deeply informed guidance tailored specifically for you. We view financial planning as more than number crunching - it's about understanding your values and shepherding you toward your ideal possibilities.

I look forward to the privilege of getting to know you. Please reach out if you have any questions around Medicare, supplemental coverage, Social Security, or want to discuss your retirement outlook. I'm grateful for the opportunity to support your one-of-a-kind journey.

Athene was recognized as a top performer at the Structured Retail Products (SRP) Americas Awards held recently, winning "Deal of the Year, Annuities" for Performance Elite® with Strategy PresetTM and "Index of the Year, Annuities" for our BCA 2.0® Index, WisdomTree Siegel Strategic Value.

This is why LTL find carriers like Athene to guarantee your money:

We wanted to share our monthly newsletter. These are some of the perks of being a client with LivingTree Life.
Please comment your email to subscribe to our monthly newsletter.

Ready to explore the advantages of Roth IRA conversions? 🚀

Go ask all your financial questions on our website!

www.livingtreelife.com

"Empower Your Real Estate Journey with Infinite Banking Concepts!

🏡 Unlock Financial Freedom: Partner with us to integrate Infinite Banking Concepts into your real estate strategy! Leverage the power of a specially designed life insurance policy to build wealth, enhance liquidity, and create a customized financing solution. 💼💰

Key Advantages:
✅ Liquidity on Your Terms
✅ Tax-Advantaged Wealth Building
✅ Personalized Financing
✅ Legacy Planning

Why Collaborate with Us?
🤝 Tailored Solutions
📊 Expert Financial Guidance
🏆 Real Estate Prosperity

Elevate your real estate game and financial success. Connect with us for an exclusive consultation! 📞🌐 "

"Unlock Your Financial Potential with Index Universal Life Insurance!

🌐 Explore a world of financial possibilities with our Index Universal Life policy! Secure your family's future while enjoying the potential for cash growth linked to market indexes. 💹

Key Features:
✅ Flexible Premiums
✅ Tax-Advantaged Growth
✅ Death Benefit Protection
✅ Cash Value Accumulation

Why Choose Us?
🛡️ Trusted Coverage
🤝 Personalized Service
💰 Wealth-building Opportunities

Secure your tomorrow while enjoying the benefits today. Contact us now for a free consultation! 📞🌟

🏠 Secure Your Home and Family's Future with Mortgage Protection! 🏠

Are you prepared for life's unexpected twists? Your home is more than just a place; it's the heart of your family's security and comfort. Ensure a stable future for your loved ones with our comprehensive Mortgage Protection plan.

✨ Why Mortgage Protection?

🔒 Financial Security: Safeguard your family from the burden of mortgage payments in the event of unforeseen circumstances such as illness, disability, or loss of income.

🛡️ Peace of Mind: Rest easy knowing that your loved ones won't be left grappling with mortgage responsibilities during challenging times.

💼 Job Loss Coverage: Our plan includes options to protect you in case of unexpected job loss, providing a safety net during transitional periods.

👪 Family First: Prioritize your family's well-being by ensuring they can stay in the home they love, even if the unexpected occurs.

🌐 Flexibility and Customization: Tailor your Mortgage Protection plan to fit your unique needs. Choose coverage levels, term lengths, and additional benefits that align with your family's lifestyle.

🔑 Key Features:

Death Benefit: In the unfortunate event of your passing, the outstanding mortgage balance will be paid off, giving your family a debt-free home.
Disability Coverage: If you're unable to work due to disability, our plan can help cover mortgage payments, preventing financial strain during recovery.
Job Loss Protection: Receive assistance with mortgage payments in case of involuntary job loss, providing a crucial financial lifeline.
Customizable Options: Choose the coverage that suits your unique circumstances, ensuring a personalized plan that aligns with your family's needs.
🤝 Why Choose Us?

🌟 Trustworthy Partner: We are a reputable and customer-centric company committed to providing reliable and transparent mortgage protection solutions.

🌐 Nationwide Coverage: Our plans extend across the nation, ensuring families everywhere have access to quality Mortgage Protection.

📞 Exceptional Customer Service: Our dedicated team is ready to assist you at every step, answering questions and providing support when you need it most.

📱 Contact Us Today!
580-736-3011

Don't leave your family's future to chance. Secure your home, your peace of mind, and your family's financial stability with our Mortgage Protection plan. Act now, and rest easy knowing you've taken a proactive step towards a brighter future

As we pause this Thanksgiving week, the team at Livingtree wanted to reach out with a short message...

We hope this holiday finds you healthy and enjoying time with those who matter most. Even in uncertain times, may we anchor to the blessing of family and community.

Gratitude has a way of grounding us - reflecting on what we appreciate lifts the spirit and connects us. We at Livingtree are thankful this season for dedicated colleagues and the gift of guiding clients towards their financial and lifestyle goals.

Most of all, we're grateful for the people we meet and the trusting relationships we build. Thank YOU for being one of those open, receptive folks willing to explore how we may be able to serve your needs. That spirit of curiosity and care is what inspires our work, and what we wish for everyone.

From our family to yours, happy Thanksgiving. Please enjoy these days - we look forward to reconnecting soon.

In honor of our holiday, please remember those who have served and sacrificed for our freedoms.

The theme for is “Service.” Veterans are proud of their military service in defending our nation. Honor reflects the military value and tradition of answering the call to duty. There is distinct honor in serving to protect our way of life and the Constitution of the United States of America.

Your Tax Free Future
The following are simple images to understand the basics of what happens within one of our guaranteed plans. Each individual Client has a distinct situation and must abide by the Roth Conversion tax codes
Taking a few minutes to learn about this historic and proven strategy could save you hundreds of thousands in taxes that never have to deplete your account. Taxes have to be paid but not with your MONEY!

On this Memorial Day, we honor and remember all the brave men and women who sacrificed their lives in the name of freedom. May we never forget! ❤️🇺🇸

Understanding Annuities. If you have questions comment and we would love to answer them

Protect your money today!

GREAT NEWS For First Responders.

There is a life insurance program that is now available to get up to $1Million in affordable life insurance that offers built it in living benefits to help cover your expenses if you get a terminal, critical and chronic illness as well.

Financial security is the best gift you can leave your family. Put our agents in a position to hand your loved one a check while everyone else is handing them your funeral expenses.

* Pre- Existing conditions are OK
* No Medical Exams, just answer a few health questions
*Premiums never increase
*Benefits never decrease
*Benefits are non-taxable
* Retirement income starting at age 65 and no more premiums. While it locks in your death benefit and cash value.

Enrollment is open now, CLICK BELOW to fill out your information and an agent will follow up to enroll you it’s as easy as that to get peace of mind.
www.livingtreelife.com check out the reviews from some from the other families we have helped.

Investing is like planting a tree - the sooner you start, the better the harvest!

Meet our Agent

Shanna Miller lives in Marlow with her husband Jason who’s the fire chief.

She is licensed in Oklahoma.

Shanna came to the agency to educate her clients on their retirement options and to plan accordingly when that time comes.

Her passion has been with firefighters and helping them with supplement income and educating them to know their options for retirement.

She specializes in Index Universal Life policies, Annuities, 401K’s, and 457B’s.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Feel free to contact Shanna
- [email protected]

▪️Shanna & other agents of LTL will have a booth at the Apache Casino for the Oklahoma Fire Chief Association (OFCA) Conference April 12th-14th. Stop by our booth and learn about what you can do about your retirement.

Indexed universal life (IUL) insurance policies provide lifetime death benefit protection along with tax-advantaged cash value growth tied to changes in an underlying index. They allow for higher crediting potential than fixed-interest policies, while also protecting clients from negative earnings.
Single life, accumulation-focus with uncapped index crediting options.