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Guardian Shield Financial Group LLC Blog

View the latest blog posts from Guardian Shield Financial Group LLC.

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Friday, January 20, 2023

IUL Overloan Protection Benefit

A crucial feature in IULs is the Overloan Protection Benefit, no matter how much you lend from your policy the accumulated cash value remains untouched. This allows you to comfortably borrow money from your policy in case of an emergency and helps you avoid any tax consequences of a policy lapse. READ MORE >>

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Monday, December 19, 2022

Personal Insurance Solutions

Personal Insurance Solutions.pdf READ MORE >>

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Friday, December 2, 2022

Income You Can't Outlive!

We can’t predict the markets, therefore you can’t be sure you won’t outlive your investment portfolio. Annuities allow you to make a contract with an insurance company that could pay you a specific amount for the rest of your life. Accumulate your money over time to keep a steady income until you pass. READ MORE >>

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Thursday, November 10, 2022

Break through IRS Limits!

Take advantage of the high potential of an accumulation annuity! These types of annuity ensure you have income for the most relaxing years of your life. Schedule a Strategy Call for a free projection analysis of your retirement accounts. READ MORE >>

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Sunday, August 28, 2022

How Does YOUR Retirement Plan Compare?

Most people don't feel confident about their retirement plan, but they also refuse to be proactive about it. Schedule a Strategy Call for a free projection analysis of your retirement accounts.#retirement #taxfreeretirement #financialplanning #financialwellness #recession #recessionproof READ MORE >>

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Sunday, August 14, 2022

Secure Your Retirement

Fact: As you age, many annuities are able to increase their payout rates with optional riders, and these increases can help stay in sync with the rising prices of goods and services. 📈💰 Find out how annuity accumulation compares to traditional retirement plans by contacting me via DM or calling me at 📱(239) 240-9797 or Schedule a Strategy Call. READ MORE >>

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Friday, July 29, 2022

Avoid Probate | Have a Plan?!

According to Investopedia, Probate can take up to a year or two. During that time, your family’s personal and business assets are “frozen” until the court decides on how your property will be distributed. The costs of probate can range from 3% to 7% (or more) of the gross value of your total estate. READ MORE >>

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Saturday, July 9, 2022

Advanced Medical Directive

If you’re unable to state your medical wishes due to an unplanned illness or injury, what’s your plan? Will your family be forced to argue over what your treatments you want to receive and those you don’t…or will you put a plan in place that settles that once and for all? READ MORE >>

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Saturday, July 2, 2022

1 in 3 Have a Will

A recent Caring.com estate planning survey found only 1 in 3 Americans had done any formal planning. Of those who did, their planning instrument of choice was a Will.  There are other ways to plan that provide greater privacy, control, and flexibility.  Want to learn more? READ MORE >>

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Guardian Shield Financial Group LLC
7541 Woodland Bend Circle
Fort Myers, FL 33912
Phone: (239) 240-9797
 

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