How We Help Our Clients

Financial Education for Retirement Years

​Learn how your physical fitness is connected to your financial fitness!

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.

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.

Legacy Protection from the unexpected

Long-Term Care and Critical Illness Benefits offer added “living benefit” protection from the unexpected.

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

Join Cristi Vale and William O'Connor for a Financial Fitness Seminar!

Learn about:

  • How staying healthy can directly affect your retirement income

  • Enhanced Tax-sheltered Opportunities

  • Unique Gifting Strategies 

Registration

To register, please take the time to fill out the information below.

Dedicated Financial Fitness Adviser

Cristi Vale

Financial Fitness Adviser

P: 813-453-8552

Email | Website

Expert Guest Speaker

 

William P. O'Connor, CEBS

Senior Financial Fitness Adviser

P: 502-807-4048

Email | LinkedIn

Health, Wealth,

and the time to enjoy them

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© 2020 by FinFit Life, LLC