Comprehensive Annuity and Life Insurance Seminar
Comprehensive Annuity and Life Insurance Seminar
Sunday of Oct 20th, 2019
10 am to noon, 9:45 am registration
Santa Clara, CA 95054
- Do you want to know how to do better tax planning by doing tax defer or/and tax exemption for your portfolio?
- Do you know how to protect investments during the stock market downturn, while securing your annual growth?
- Do you know how to use insurance plans to protect you & your family, and take advantage of tax shelters?
- Do you know how much or how badly the new rules for Annuity and Life Insurance plans will affect you starting 2020?
Our well-known senior insurance and investment consultant Helen Hou, MSFS, LUTCF, will do an in-depth analysis and provide effective planning strategies based on the current economic situations. She will show you all kinds of Investment, insurance, and annuity products to guide your financial planning and solve problems with detailed information and case designs. She will show you how to make money and avoid the risk of falling during this volatile stock market. Be sure to take this great opportunity to communicate and learn from this industry elite with 18 years of field experience, hope it can broaden your horizons, open a door to wealth and wisdom for you!
This is a great open to public Seats are limited,