SMARTER WEALTH SOLUTIONS

IS YOUR SAVING STRATEGY THE OLD OUTDATED PLAN
OR
THE "MY NEW RETIREMENT" PLAN?

Ask Yourself these questions, if you're unsure of the answers, click below to view our webinar on the MY NEW RETIREMENT strategy!

DO YOU HAVE A
TAX-ADVANTAGED 
FINANCIAL SAFETY NET
IN PLACE?

CAN YOUR RETIREMENT SAVINGS AFFORD MULTIPLE NEGATIVE MARKET CORRECTIONS?

ARE YOU AWARE OF THOSE UNEXPECTED EXPENSES, FEES,
& FUTURE TAXES?

WILL YOUR PAYCHECK KEEP COMING IF YOU CAN'T WORK?

WOULD A LONG-TERM CARE EVENT AFFECT YOUR FINANCES?

DOES YOUR PLAN ENSURE YOU NEVER RUN OUT OF INCOME?

IS YOUR ESTATE, ASSET & RETIREMENT STRATEGY TAX DIVERSIFIED?

WHAT % OF YOUR $$$ 
DO YOU WANT EXPOSED TO RISK AND TAXES?

ARE YOU FEARFUL THAT RMD'S MAY DEPLETE YOUR SAVINGS?

GOOD NEWS, WE HAVE ANSWERS!
Avoid being exposed and vulnerable to these and many other issues facing You in retirement!
Learn more by clicking below to register for our free webinar explaining the MY NEW RETIREMENT strategy!

 

SAY GOODBYE TO WALL STREET ADVISORS,
SAY HELLO TO LOWER FEES, LOWER TAXES, & 
MORE NET SPENDABLE INCOME YOU CAN'T OUTLIVE!

SUPERCHARGE YOUR RETIREMENT INCOME WITH THE "MY NEW RETIREMENT" STRATEGY!

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THIS IS 
"MY NEW RETIREMENT"

Why risk losing the majority of Your hard earned savings to 
MARKET LOSS, EXCESSIVE FEES, AND HIGH TAXES?

In contrast to traditional qualified retirement plans,
Learn how You could enjoy 3-4 Times the NET SPENDABLE INCOME
in retirement guaranteed for as long as you live!
When designed and funded properly,
the #1 LEGAL DOMESTIC TAX SHELTER will help You
AVOID Stock Market Risk, MINIMIZE cash-depleting Fees, 
and ELIMINATE all future Income Taxes!

 

IS YOUR ESTATE IN ORDER?

DOCUMENTS WRITTEN BY EXPERT ESTATE PLANNING ATTORNEYS,
CUSTOMIZED TO FIT YOUR NEEDS!

The US legal system is expensive, but protecting your family shouldn't be.  Many people don't have an estate plan because they can't justify many hours of attorney fees. We combined a team of technology experts with Expert Estate Planning attorneys to create a new technology to bring Comprehensive Estate Plans to everyone. Thousands of hours went into creation of these documents and the software platform to make it so easy, anyone can do it.

 

IS YOUR BUSINESS SET UP FOR
SUCCESS OR FAILURE?

From Start Up to Retirement, Not Having a Proper Protection and Exit Plan is Still a Plan....to Fail
Partner with Gameplan Financial's Expertise and Professional Team to Ensure Your Business and Employees are Taken Care of Today!

If You can't answer these questions with confidence, maybe we should talk!

 

Is Your Business safeguarded from the loss of Your Key Employees due to an unexpected Death, Disability,
or Critical Illness?

What’s Your Exit Strategy? 
How will You or Your Family receive Your business proceeds if you die too soon
or live too long?

Are you offering a Selective Benefit Package 
to retain Your top employees and improve loyalty,
morale, and production?

To keep Your Top Talent from wandering off to become Your competitor, have You offered them a fringe benefit that pays You back all Your contributions?

Are You utilizing tax-deductible business dollars to fund Your own Personal Benefits, Retirement Pension Plan,
and Exit Strategy?

Are You losing potential       Federal and State Tax Credits available to certain types of businesses in Your industry and geographical area?

Is Your Business’                       Buy-Sell Agreement        properly structured and     funded to assure Your             estate equalization wishes?

Do You have a Plan in Place to protect your Income, Business Overhead, and Assets from liquidation due to a Disability or Long-Term Care Health Issue?

Are You setting Your             business up for success
in order to have a smooth    Transfer of Ownership      
when you decide to exit?

BUSINESS VALUATION SERVICES

When is the last time You updated the Value of Your Business?

Papers

AN INNOVATIVE APPROACH TO
BUSINESS VALUATIONS

Knowing the true value of your business is critical to proper business planning and achieving personal goals.

We’ve invested in technology to help ensure our business owner clients have the facts needed to make sound planning decisions. Our innovative technology harnesses the power of big data to deliver accurate and efficient business valuations.

 

PROTECTION AND SUCCESSION PLANNING SOLUTIONS

With Offices in Northern California and Nevada,
Gameplan Financial offers a wide range of Insurance and Financial solutions to meet our customers’ demands.
Our partnerships with dozens of Top"A"Rated Insurance Carriers, Benefit Administrators, and Business Affiliates
allow our Brokers to offer comprehensive industry leading Financial Solutions to help You meet 
Your Financial Goals, Estate Strategies, and Business Planning and Protection Needs.

California Insurance Lic# 0H18489

Family At Church

INDIVIDUAL
& FAMILY
LIFE INSURANCE

Giving a Presentation

KEY EMPLOYEE INDEMNIFICATION LIFE INSURANCE

On the Computer

401K, 403B, IRA ROLLOVER
OPTIONS

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GUARANTEED PENSION  INCOME STRATEGIES

Reaching Hand

LONG TERM CARE INSURANCE
PROTECTION

In Meeting

EXECUTIVE COMPENSATION PACKAGES

 Scales of Justice

BUSINESS SUCCESSION
PLANNING

Young Lawyer

ESTATE
PLANNING
SERVICES

Carpentry Workshop

BUSINESS
TAX CREDIT
SOLUTIONS

 
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ENTER HERE FOR YOUR FREE REVIEW & ANALYSIS

We will be in contact with You soon

regarding the request from Your submitted information. 


This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Representatives of Gameplan Financial Group

do not provide tax or legal advice.

Please consult your tax advisor or attorney

regarding your situation.

California Insurance Lic# 0H18489

3310 Churn Creek Rd suite A Redding, Ca 96002

Office 888.252.5942

Fax 530.605.4800

 

JOIN OUR PROFESSIONAL TEAM

NOW HIRING P&C AGENTS, LIFE & HEALTH AGENTS, AND ALL FINANCIAL PROFESSIONALS!

ATTENTION all Northern California/Nevada Professionals!

Are you a successful Agent, Broker, or GA in the Life Insurance and Financial Services

world looking for more? Are you looking for a Career Opportunity that offers Independence, 

World Class Training, Unlimited Pay, Vested Renewals, Retirement, Bonuses, and Benefits? 

Through our Partnership with many Top A-rated Carriers,

we have a true system and Culture of Success within the Insurance and Financial Services Industry!

We need people that desire to take charge of their financial future, by plugging in to a proven system focused on helping Individuals, Families, Business Owners, and their Employees

protect their most valuable assets and plan for their future!

Some of the perks and benefits we offer are as follows:

PRODUCER, CAREER, & BROKER NON-CAPTIVE CONTRACTS
Industry Leading Products not sold through IMOs,
World Class Training and Development,

Exclusive Debt 2 Wealth SMART Seminar System,
Lucrative Compensation Structure including but not limited to:
Advance Annualized Commissions,
10%-50% Production Bonuses paid monthly,
New Agent Supplemental Package up to $75,000,
50% Matching Medical Benefit Plans,
3% Matching 401k Retirement,
50% Matching FICA tax contribution,
Strong Renewals, Short Vesting Schedule, and the list doesn't stop there!

If your career or broker contract doesn't offer these types of opportunities, maybe we should talk!

Agent, Broker, & Managing General Agent Positions Available


Click below to schedule a confidential call today!!

 

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