Leverage Bank Match Tax Free Income Plan

Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income.  (English only)

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 

(Mandarin with English subtitle)

Protect your retirement investment nest egg from stock market volatility with FIA (Fixed Index Annuity) offense & defense strategy that you should consider as part of your overall investment strategy just like how the Golden State Warriors implement their offensive and defensive strategies in winning the 2022 NBA Finals Championship.  (Mandarin with English subtitle)

【生活百分百】保險理財專家趙世文詳解頂級退休理財組合:              8 倍收益 終身免稅收入 兼獲萬全寶

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.  (Mandarin with 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  (Mandarin with English subtitle)

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 HQ:    

1550 Noriega St. Suite 100, SF CA 94122

 

San Jose Branch: (By Appointment)

4320 Stevens Creek Blvd. Suite 191

 

Fremont Branch:  (By Appointment)

42808 Christy St. Suite 112

 

Oakland Branch:  (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 1989-2022 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.