RETIREMENT SOLUTIONS
Achieve your RETIREMENT goals with Driven financial
We believe that our success as a company is directly correlated to the success of our clients. That's why we're here for you every step of the way. We want you to succeed, and we know how important it is for you to be able to focus on what matters most.
Tax-Free
Retirement Strategy
A Closer look at tax-free strategies…
What If…
You could provide an income tax-free death benefit for the people who depend on you?
You could defer taxes as your accumulated cash value grows?
You could potentially access that cash value using income tax-free policy loans and withdrawals, to use for retirement income or other needs?...Read More
LIFE INSURANCE RETIREMENT SOLUTIONS
What's not used in retirement gets passed on to their heirs, charities and (potentially) the government.
- A well-known alternative asset - death benefit is used to protect loved ones.
- is liquid when needed most, easily converted to cash at death and allows for access while living
- provides diversification- not subject to risk of the market, in most cases, not aligned with market performance.
- has tax advantages, death benefits are federal income tax free, avoids probate and if structured properly, may avoid federal estate taxes,
While the current somewhat low-interest environment is great for mortgages and other debts we may hold, it can mean something different for our retirement savings. Whether you’re just getting started with a 403(b) or 457(b) Plan – or have been contributing to one for a while – now is the time to consider selecting a Fixed Indexed Annuity (FIA) as one of your allocation options if your plan offers one...Read More
3 reasons your retirement needs a Fixed Indexed annuity
What is a Fixed Indexed Annuity?
Fixed Indexed annuity
regardless of how a person saves for retirement, one must ask, "will I outlive my retirement savings?" An annuity is an insurance product that responds to this concern with the guarantee of lifetime income.
can guarantee lifelong income, granting the annuity owner peace of mind
fixed annuities and fixed Indexed annuities guarantee protection of principal and interest and is a safe method of investment, if suitable.
May be structured in a way that allows a client to participate in an index with no market risk.
the interest earned in an annuity is tax Deferred.
LIFE INSURANCE
Term life and permanent life are the two main types of life insurance policies that offer tax-free, living benefits and a death benefit and customizable to the specific needs of your family.
DEBT CONSOLIDATION
From Student Loans to Credit Card debt, debt consolidation with Eagles Financial Team is simple, our team of experts negotiates and rolls multiple debts into a single affordable payment
RETIREMENT PLANNING
Start planning for retirement now to take advantage of the power of compounding interest. We calculate required after-tax returns, assess risk tolerance, and offer estate planning
LONG TERM CARE
Planning for Long-term care protects what you have saved by providing for a variety of services which help meet both the medical and non-medical needs of our clients.
What people say about us.
Here are comments from our beloved clients
I really can't express how thankful I am to have found DrivenFin. They helped me with my parent's financials after they passed away and I was going through what I was going through. They made things so much easier and were able to answer any questions that came up. If you are in a situation like mine, please contact them!
Jenaro Arron
I want to start by saying that I wasn't really looking for a funeral insurance but it was recommended to me. It's been over a year now and I'm glad I listened. My dad passed away in December and I didn't have to worry about anything, because everything was taken care of with his policy. This is the best decision we made for our family, Thank you DrivenFin!
Jacklyn Melinda
5450+
HAPPY CLIENTS
160+
INSURANCE PRODUCTS
30+
YEARS OF EXPERIENCE
120
PROFESSIONAL AGENTS
951-643-4377
Phone Number
DrivenFin
29991 Canyon Hills Road
Ste. 1709-7003
Lake Elsinore, CA 92532
info@drivenfin.com
E-mail address
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