Kids Savings Plan
Your younger child or your grandchildren can now plan on buying a home and not renting when they retire, because you care to make it happen with wealth accumulation, living benefits protection, and tax free later year access to wealth with market protection all the way!
Invest For Your Child’s Future
With this simple plan that gives peace of mind using IRS gule 7702, you put your worries aside about your child or grandchild and never mind any 529 plan.
Services We Provide
Improve Your Kids Future
Savings accumulation tax free
Use the financial market plan that gives compound interest participating in equity and/or bond indexes with a zero percent floor to meet retirement needs or the costs of education in the future for a child or grandchild.
Financial Wealth
You can fund your child or grandchild’s policy starting at 535. You will be handing off the ball to them at the right age and they wiil be learning how to accomplish true wealth.
Diagnosed with an Illness
No parent wants to ever think their child would be diagnosed with a illness but it does happen. This plan comes with an insurance component that specifically pays a living benefit that would go to assist in any additional costs over above your existing health plan.
The plan itself covers if the child was ever diagnosed with critical, chronic or terminal illness. Most child coverage start with $50,000.00 and can be increased at anytime based on acceptance from underwriting of the carrier.
Legacy to Grandparents
No parent or grandparent ever wants the children to ever get diagnosed with chronic, critical or terminaJ illness or any illness. But with financial protection using accelerated death benefits while saving for retirement or education you have a plan that is manageable understandable at all times now.
Child Policy From Early Age
You will be making the child the ’insured‘ while you are the owner. As owner, you have access to the funds that you let grow after years and the access is under IRS Rule 7702, tax free access. If it is not used, you will be handing off the ball to your child/grandchildren and there is a strategy to keep it going without principal invasion to assure a wealth accumulation for education or retirement.
Why Choose Us
Our insurance experts bring you life protection.
EasyProcess System
We are able to assist you place your application to get it approved using Zoom with you, telephone and in person visits which comes after you are fully educated.
Save Your Money
Saving money and allowing it to grow with compound interest and with tax free benefit is the plan now — what direction do you think income taxes are going?
Satisfaction Guarantee
Put a real umbrella over yourself and loved ones with your hard earned income with market protection and a sophisticated choice of carrier.
Schedule a time to ZOOM or Speak and get
your no cost Tailored Illustration
Joseph Donnantuoni
CMP
“FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.”