In this episode we have a Special Guest who shares her valuable perspective as young woman embarking in the space of Life Insurance and Financial Services. A discussion on what brought her to this process and how she made the decisions she did in her process. We explore and embark on stigmas in the culture of the youth and the dynamics that differ from the male and female perspective as it applies to Financial Literacy.  Check out this episode and empower yourself with financial literacy from the viewpoint of a confident teenage woman. Discover the secrets to achieving your dreams and creating a prosperous future. ✨💰

We believe EVERYONE needs to get a second opinion and feel empowered in their financial decisions for their future, this is why we offer ALL of our clients a no-obligation, easy quote! Just head to our website www.agencyelevated.com to get started or give us a call today at 877-413-0766

If you're looking to join a powerful and supportive mentor team, whether that be a part-time of full-time Agency Business Owner, we want to talk with you! Just give us a call today at 877-413-0766

In this episode, we explore the similarities and differences between:

• 401K
• Roth IRA
• Cash Value Life Insurance

Expand your knowledge about these three different products that can be used for Retirement planning. What are the benefits of each, what are the limitations of each and which ways can you utilize these products in your retirement portfolio.

Learn the tax-deferred advantages, tax-free advantages and, tax-favored advantages that these three different products offer. We evaluate each product both strengths and weaknesses and make comparisons between them all.

Walk away from this episode with a better understanding of some of your options and how these products may all have an important part in your portfolio.

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com!

Don't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance.

In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products.

Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episode, you see the steps from a thorough needs analysis all the way through the solution and commitment determined from the client's own budgetary needs.

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com