- SUN TZU- Chinese General and Military Strategist
It is a well-known fact that the sooner you begin saving for retirement the better off you'll be. In the case of retirement planning, this couldn't be more true. Starting with small amounts even just 10 years earlier (in your early 20's for example) can yield up to 300% more gains by typical retirement age. The main reason behind this is compound interest, but there's more. Let us show you.
We believe that it's very important that you understand why we're making the recommendations that we are. Life is filled with too many unexpected twists and turns to leave your finances to chance. We'll simplify important concepts to help you along the way so that you feel confident in what you're doing. See our process below and understand why we're helping build confident financial decisions in everyone we speak with.
Being able to use YOUR money the way you want to is so important. Let us explain why having little-to-no surrender penalties, superior loan options, indexed protection, tax-free and tax-deferred income options, a boost to your personal protection, and investment diversity will mean more to you in the long run than you could've imagined.
We're proud of you for simply looking into your financial strategy for retirement - no matter what your age is. Getting started is the key to realizing success, with any amount that you can get started with. Remember, you can always make changes later. In any case, we'll be able to help you with something today (even if it's just to reinforce what you already knew).
Learning key financial concepts can really propel your strategy forward and help produce even larger gains to your pocket. In addition to speaking with you about it, we have numerous short, educational videos for you to view anytime. Simply Click Here to watch one now.
Too often we hear about tragic unforeseeable accidents, as well as disease and illness from the ones we care about. Unfortunately, these events can happen anywhere and anytime. Because of this, we stress financial protection for our clients and their families. Because we want your story to be a positive one. Click Here to hear a few good stories from other people.
Whether you know exactly what you want out of your retirement or you simply want the flexibility to maximize your options, we can help. Our Licensed Financial Professionals are available in-person, virtually via video conference, and by phone. In our conversation we'll find out your timeline, what matters most to you, and what you're worried about. The more information you can give us, the better!
One of the advantages of Dynamic Life Financial is that we work with multiple established financial institutions and so we offer recommendations from different companies (not just the same company) for you to compare. After we've presented our recommendations to you, it's amazing how much clearer things become.
It's wonderful when we can present a perfect recommendation, but more-often-than-not our clients come back with a slightly different perspective after they've had a little time, and sometimes want a change. This is why our step for modifications is so important. We want to put together the strategy that you are most comfortable with and so we encourage you telling us how we can get it right.
No matter how much we want you to move forward with our recommendations, you must apply with the financial institution providing it so that they can review it too. In the end, because they're assuming so much financial risk, they must make the final decision about whether to move forward with the contract or policy. The good news is that Dynamic Life Financial will be with you, completing that application and ensuring understanding, every step of the way.
Sometimes a financial institution will come back with a counteroffer to the submitted application. This counteroffer could be for a change in premium, in coverage amounts, in penalty calculations, or even in general terms. When this occurs, Dynamic Life Financial finds it important to ensure that you understand what has changed and give you the comfort of knowing why it happened. These things aren't usually "make or break" items, but they're important to understand before you choose to move forward.
So many clients feel that once coverage begins, there is a detachment that also begins (from their Financial Professional). We at Dynamic Life Financial want you to know that we are always here for you. Whether you need help answering a question, with a claim, or with a change to contract, we've got your back. It's also important to us to be able to reach our clients to keep them on track with their plans, keep them exposed to product improvements, and update them on regulatory changes that may affect them. So expect that we'll be in touch.
RETIREMENT PLANNING Click to learn more about Retirement Planning.
LIVING BENEFITS Click to learn more about Living Benefits protection for you and for your family.
GROWTH INVESTMENTS Click to learn more about guaranteed and indexed Growth Investments.
BUSINESS SERVICES Click to learn more about our NO COST Business Solutions for Business Owners.
EMPLOYEE FINANCIAL SERVICES Click to learn more about our NO COST Employee Financial Services program.
COLLEGE FUNDING Click to learn more about TAX-FREE, FLEXIBLE College Funding options.