The Process

The Process PRESERVE FIRST The Process Interview To determine goals in life and in retirement. Help clients to find their purpose. Inventory Find out what the client’s assets are, what they have done so far to protect their family and determine what is the right course to take. Design of a plan After the interview […]


Retirement PRESERVE FIRST Retirement An Individual Retirement Account (IRA) is a stand-alone tax deferred account because the money is deposited in this account prior to paying income taxes. Taxes will be paid when the money is withdrawn. A Roth IRA is the same type of account with the important difference that the money is deposited […]


Annuities PRESERVE FIRST Annuities An annuity allows a customer to deposit money (premiums) with an insurance company that can earn interest and grows on a tax-deferred basis with the agreement that the insurance company will then provide a series of payments back to the customer at regular intervals. People typically purchase annuities to provide or […]

Living Benefits

Living Benefits PRESERVE FIRST Living Benefits There are additional benefits associated with our life Insurance and annuity solutions provided by optional riders. We call them Living Benefits. These are benefits that can help you pay for terminal, chronic, critical illnesses or injuries. They allow the insured to use the death benefit money while still living. […]

Life Insurance

PRESERVE FIRST  LIFE INSURANCE PRESERVE FIRST LIFE INSURANCE LIFE INSURANCE Brings protection to you and your family to overcome inconveniences that may arise during your life and protect assets and love ones after you pass away. There are two types of life insurance: Term and Permanent. Term Insurance: Only provides protection for a limited period […]