Can a serious illness in your old age
hurt your children financially during
your Gap Zone years?

Have you asked what your work insurance WON'T cover?

Protection
35-Year
Term Life Insurance
Longest in the industry
Unique Benefit
Life insurance for which you don't have to die
Coverage
Living benefits - Chronic, Critical & Terminal Illness
Result
Peace of mind

Did you know? Retirement could last 30+ years—longer than your working career.

Retirement Planning

Questions You Should Be Asking

  • 401K is tax-deferred, not tax-free. You pay ordinary income tax on withdrawals.
  • Is your 401K protected from a market crash?
  • Can your 401K/IRA run out of money even after following the 4-5% rule?

Our Solutions

  • Execute tax diversification before retirement hits
  • Set up a private pension plan with your spouse + protected from market downturns
  • Safeguard surviving spouse from the IRS when primary IRA holder passes away

Let Your 401K/IRA/Savings Work 30% Harder for You

30%
Guaranteed Bonus Day One
9.5%
Guaranteed Interest for 12 Years
100%
Guaranteed Lifetime Income After
$250K
Protected by State Guaranty Association
Joint lifetime income with spouse
Retirement income that you cannot outlive

Family Protection

Reality check: If your job-based life insurance ends when you quit, retire, or get laid off—will you still be protected?

The Problem with Job-Based Insurance

  • Job-based life insurance can be very expensive when converted to personal, especially in 40s, 50s and 60s age
  • Employer life insurance is standardized, inflexible and less comprehensive
  • Coverage ends exactly when you might need it most

Personal Life Insurance with Illness Benefits

  • Living benefits for terminal, chronic, or critical illness
  • Protect your kids and yourself from illness-related bankruptcy/GoFundMe in old age
  • Replaces your income during critical years for mortgage, kids, daily expenses

Term and Permanent Life Insurance

35-Year Term Life Insurance
Longest Term Insurance in the industry

Affordable Premiums
Sample quotes $1M 35-Year Term Insurance, Super Plus
35Y/M = $82 pm | 35Y/F = $65 pm
40Y/M = $120 pm | 40Y/F = $93 pm

Cash Value Permanent Insurance

  • Tax-free cash accumulation and growth
  • Tax-Free Return of Premium
  • Tax-Free Retirement Income
  • Tax-Free Withdrawal for college education
  • Tax-Free Legacy

Wills, Trusts & Estate Planning

Married Couples: Even with joint property, you STILL need a Will and Trust. Without a Will, the state decides who gets your assets and raises your children.

Are you okay with the state making these decisions?

  • What happens to the surviving spouse's estate?
  • Who's the guardian of your kids?
  • What about non-joint assets, jewelry, car?

Benefits of Proper Planning

  • Trusts avoid probate, protect privacy, and control distribution timing
  • Estate tax strategies keep more with your family
  • Healthcare directives ensure YOUR wishes are honored

Complete Estate Plan

Last Will & Testament
Revocable Living Trust
Probate Avoidance
Durable Financial Power of Attorney
Healthcare Surrogate Designation
HIPAA Authorization
Assignment of Personal Property
Personal Property Memorandum
Children's Trust
Advanced Directive

Our Services

Life Insurance with Living Benefits

Protection for terminal, chronic, or critical illness

Retirement Pension Planning

Guaranteed lifetime joint income

Will & Trust Estate Planning

Protect your family's future

Tax-Efficient Wealth Strategies

Keep more for yourself, less for the IRS

Open-ended College Funding

Flexible education savings

Business & Partnership Solutions

Succession and key person planning

401K IRA Rollover

Mortgage protection strategies

Guaranteed Lifetime Income

Income you can't outlive

Join Our Team
AI & Recession Proof

AI is coming for the majority of jobs. Financial services isn't one of them: it's regulated, relationship-driven, and irreplaceable.

We'll train you to help families protect their retirement, reduce taxes, and build generational wealth using products from Fortune-500 carriers.

Income
Bonus
Equity

No financial industry experience required, no cold calling - just coachability and commitment to learn.

Your degree got you a job. Add one skill - unlock an entire industry and income stream that does not depend on a boss.

Let's Talk

A 15-minute call can change everything.

Connect with our team of Licensed Financial Professionals to discuss your financial goals.

Phone603-204-3136
Emailamplifi.wealth@gmail.com
Book a MeetingSchedule on Calendly
WhatsApp+1-603-204-3136
Websitewww.AmpliFi-Wealth.com