Strategic Links

The New School Of Wealth


The New School of Wealth
Strategic Partner - The New School of Wealth

If you’re ready to stop doing what everybody else is doing…if you’re ready to uncover the path to creating true wealth… Then you’re ready to claim your “Missed Fortune.”

The Missed Fortune True Wealth Transformation lays out principles that will free you from common money traps and empower your future, such as:

  1. How to plan for YOUR retirement, not Uncle Sam’s.
  2. Unless you want higher taxes when you’re retired, you may want to rethink your 401(k), IRA or pension.
  3. For more spendable income during retirement, find the right non-qualified retirement vehicles.
  4. Pay now, play later. Find out now how to transfer up to hundreds of thousands of retirement dollars from qualified plans into non-qualified plans, without tax consequence.
  5. Stop paying off your mortgage with extra principal payments. Any way you look at it, it’s not the wisest or quickest way to financial independence.
  6. Want an extra million dollars? Put your equity to work for you.
  7. Develop your own P.L.A.N. (Perpetual Life of Asset Nurturance) to transform your life—and your family’s.
Developed by author and financial services expert Douglas R. Andrew,the Missed Fortune True Wealth Transformation is by no means a get-rich-quick method. The strategies are proven, yet not common knowledge. The ideas are not novel, but the approach is. Contact Alan Kaplan, TEAM member to get a PLAN drawn up for your specific needs. [more...]

www.newschoolofwealth.com

Old Mutual Financial Network (OMFN)

Old Mutual Financial Network Old Mutual Financial Network (OMFN) is the marketing name for the U.S. life insurance and annuity operations of Old Mutual plc. Working through its network of established insurance companies (Fidelity and Guaranty Life Insurance Company, Americom Life and Annuity Insurance Company and Fidelity and Guaranty Life Insurance Company of New York), OMFN is headquartered in Baltimore, MD; maintains a National Sales Office in Atlanta, GA; and a service center in Nebraska.

The companies that comprise OMFN deliver a diverse portfolio of annuities and life insurance products via an established group of master general agents. Products are distributed in 49 states and the District of Columbia. OMFN has nearly one million policyholders nationwide. As of June 30, 2006, OMFN had $19.3 billion in statutory-basis assets and in-force life business valued at $115.7 billion. Total International Accounting Standard-basis assets for OMFN, including its direct affiliates were $26.0 billion as of June 30, 2006.

www.FGLife.com

LSW

LSW LSW was incorporated in 1955 under Texas law as a legal reserve life insurance company. LSW is licensed to do business in 49 states and the District of Columbia.

In February 1996, National Life of Vermont acquired a majority interest in LSW and in June, 1999 LSW became a wholly owned subsidiary of National Life. Founded in 1850, National Life is among the ten oldest life insurance companies in the United States and is licensed to do business in all 50 states and the District of Columbia.

The National Life Insurance Company

National Life Insurance Company The National Life Insurance Company corporate history is directly tied to all of the major events in America since 1850. They had insured customers and employees fighting in the Civil War, running west in the Gold Rush, going down on the Titanic, wallowing in the mud of World War I trenches, dying from the Spanish Influenza epidemic, and fighting in World War II, Korea and Vietnam.

The Depression impacted the company during crucial growth years. Various government investigations and subsequent legislation shook the industry, but National Life continued to grow and strengthen during it all.

The massive Flood of 1927 wiped out most of the corporate archives but the Flood of 1992 saw the company giving away $1,000 "jump start" grants to local residents and businesses simply for the asking.

www.nationalife.com

Pacific Life Insurance Company

Pacific Life Insurance Company Founded in 1868, Pacific Life Insurance Company provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and pension plans to individuals, families, and businesses. For additional information about Pacific Life, including its current ratings, visit the company web site at www.PacificLife.com