We live in a world of constant change. As such, it is all too common for Life Insurance Products, even those backed by a solid strategy, to become inadequate or even obsolete.

Changes in financial situations, law changes, changing needs such as new family members or changes in medical status can all threaten the soundness of your plan.



This is why at I&E, we prioritize regular status sessions to discuss issues such as maintaining your strategic life insurance or annuity during what we define as your Maintenance phase.


Your expert Pro Client Guide is available to conduct regular status checkups concerning all aspects of your strategic plan and products.

Company

Resources

Books

See Us & Share Us

© 2020 Focus Wealth Group. All rights reserved.

* Focus Wealth Group, LLC educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products structured correctly will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. Focus Wealth Group, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

Company

Resources

Books

See Us & Share Us

* Private Equity Banking, dba "The Martineau Agency" and working in conjunction with The Insurance Team, educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products, structured correctly, will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. The Martineau Agency, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

© 2020 Private Equity Banking. All rights reserved.