How We Help Our Clients
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Financial Education for Retirement Years
​Learn how your physical fitness is connected to your financial fitness!
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Supplemental Retirement Income
With strong cash value accumulation potential, FinFit Life's products and services are a great choice for supplemental retirement income. PLUS the cash value can be accessed by way of tax-favored loans and withdrawals.
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Live a longer, healthier life
We want to help you live a longer, healthier life. It’s why we partnered with John Hancock Vitality, a new kind of life insurance that protects your financial future while offering significant savings and rewards for living healthy.
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Legacy Protection from the unexpected
Long-Term Care and Critical Illness Benefits offer added “living benefit” protection from the unexpected.
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Protect you and your family’s financial security
With proper planning, your loved ones' financial security will be protected on an income- and estate-tax favored basis and you will leave a strong financial legacy.
Financial Fitness Workshop
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Join Cristi Vale and William O'Connor for a Financial Fitness Seminar!
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Learn about:
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How staying healthy can directly affect your retirement income
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Enhanced Tax-sheltered Opportunities
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Unique Gifting Strategies