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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:

  • 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

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Cristi Vale

Financial Fitness Adviser

P: 813-453-8552

Email | Website

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Expert Guest Speaker​

 

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William P. O'Connor, CEBS

Senior Financial Fitness Adviser

P: 502-807-4048

Email | LinkedIn

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