Simply start learning how to accumulate wealth with tax free access in the future..
您只需開始學習如何在未來合法免稅的情況下積累財富
Invest 15-minutes to learn about how tax free lifetime retirement income is now safe from market declines. Our promise is to deliver you the best possible protection plan.
花 15 分鐘了解終身免稅退休收入現在如何免受市場下跌的影響。
我們的承諾是為您提供最好的保護計劃
請盡快和我們聯繫
Better Retirement
We show you the advanced results and we implement your decisions for better retirement that builds the trust that you need for your lifetime foundational retirement income and financial protection plans.
Our Services
Child Savings Plan
Individual Adult
Senior Over 65
Employer/Employee
We have a book for you about the “secret” to this. The wealthy not only created wealth but much of it with tax free access and transfers.
It’s now available to all of us; let’s learn about the right carrier and about IRS Rule 7702 together!
Yes we have life and health insurance licenses in various States
We offer fixed index annuities and universal index life insurance that falls under IRS Rule 7702.
You don’t pay Joseph or John commission (unlike securities) and only the insurance company pays Joseph and John.
The insurance carrier which is selected as being the best long term unhindered benefit contract for you issues the policy.
Ask an insurance agent if they keep their laptop safe like Joseph and John do ( see picture) and all files are kept electronically under password. Your information only goes to the insurance company used.
Yes Joseph and John passed on training and they are licensed and appointed to the insurance company represented. But more importantly John owned a broker dealer with over 100,000 clients for over 20 years and Joseph has helped over 4500 retired savers with their over $200 million over a 10 year period and he is a former NASD ( now FINRA) examiner of firms and current active FINRA arbitrator.
Frequently Asked Questions
An insurance policy sets in writing how the benefits work for the life of the owner, insured and beneficiaries. You will see how you are safeguarded vs unforeseen events as well. We refer and show the right carrier that sends you the benefits as owner over time and not other areas we point out and the policy falls under IRS Rule 7702.
Why Choose Us
Our insurance experts bring you life protection.
EasyProcess System
We are able to assist you place your application to get it approved using Zoom with you, telephone and in person visits which comes after you are fully educated.
Save Your Money
Saving money and allowing it to grow with compound interest and with tax free benefit is the plan now — what direction do you think income taxes are going?
Satisfaction Guarantee
Put a real umbrella over yourself and loved ones with your hard earned income with market protection and a sophisticated choice of carrier.
Schedule a Meeting
Schedule a meeting for complete understanding and to get your questions answered about your illustration whether you are the employee, employer or family looking for all the benefits using IRS Rule 7702.
For a curated protection plan setup a meeting.
Our Senior Leadership
John Hsu
California Life Insurance Lic:
0610832
Joseph Donnantuoni
Ca Life License: 0e28471, Certified Medicaid Planner™
Schedule a time to meet by ZOOM or Speak and get
your no cost Tailored Illustration
CMPTM
“FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.”