Bank Match Tax Free Income Plan

Learn more on 3X Bank Match funding into your own retirement strategy with ultimate 8X~10X tax free income along with protection on Long Term Care, Critical Illness, and Life Insurance 

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Sequence of Return & Index Lock

You will learn what Sequence of Return means to your investment portfolio and how it can affect how long your money may last in your retirement.  While no one can try to time the stock market when it comes to investing, this serves as a reminder to limit/eliminate your investment's downside risk and diversify with Index Annuity to guarantee your lifetime income. Index Lock is also an important tool to have in your investment that you can capture the highest possible return and lock in that credit before the market drops...especially during volatile economic uncertainty time.  (CC - view English subtitle)

Your $100k or $1M on 3/3/2020 vs. 6/30/2020

Learn how your $100k or $1M investment portfolio valuation with S&P 500 vs various professionally managed portfolio with specific risk allocation designs to enhance the performance during 3/30/2020 compared to 6/30/2020   (CC - view English subtitle)

Retiree's 6 Key Concerns Need Advisors Professional Help With

As your "Advisor for Life" we pride our advisor team with experience & expertise in addressing all 6 key concerns to ensure you a stress free retirement plan with desired strategies.  These 6 Key Concerns are: 1. Market Risk  2. Income Strategy  3. Minimize Tax  4. Long Term Care  5. Social Security (CC - view English) 

We would love to share with you all the above strategies to improve your retirement success so you can enjoy stress free retirement years...

San Francisco Corporate:       

1550 Noriega St. Suite 100, SF CA 94122

 

San Jose: (By Appointment)

4320 Stevens Creek Blvd. Suite 191

 

Fremont:  (By Appointment)

42808 Christy St. Suite 112

 

Oakland:  (By Appointment)

638 Webster St. Suite 420

 

Tel: 1-888-746-6688

         415-661-3885

 info@health-plans.com

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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 1989-2020 This website is designed to provide general information. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan. Please note Simon Chew, CIC and his team of agents do not give legal or tax advice.