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Financial Services


+ RSSA (Optimizing Social Security)

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Talleres gratis en Español por zoom
contraseña es: 

Knowledge is power.  We must know what the wealthy know to become financially independent! Join our complimentary financial workshops offered at our financial centers. And now available via zoom or at an office near you your office. Experience trainers all through the US and Canada offer these presentations daily! You can take one or all six and in no particular order. There is no obligation or commitment on your part just come learn and apply the concepts and do not forget to share. 


**You MUST REGISTER to attend our free workshops, simply click on THIS LINK and select the date and time you wish to attend via zoom.  Please enter my name as the person who invited you, Dalila Martinez.  

Don't hesitate, ask me for your Free Personal Financial Strategy and begin to change your financial future plus a Free simple will and POA.  It will only take about 30 minutes to 1 hour of your time; but it will be the best thing you will ever do for you and your family!

        Here are only a few of our Strategic Providers & Services:
  Transamerica                     * Life insurance; Final expense; Funeral
  Nationwide                               Planning; LTC; Medicare Supp/Advng;

  Pacific Life                                Health/Vision/Dental plans; Disability;
  Athene                                           Short/Long term investments
  F & G                                               Estate planning; College planning program       
  Prudential                                 Debt consolidation.
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