About Us
About Us
ACCESSING CASH VALUE
- You can tap into your policy’s cash value in the case of financial emergencies or for wealth-building opportunities such as purchasing new assets.
- The interest rates are competitive and there are dividend options in many policies.
- Avoid the unnecessary financial stress of having to suddenly qualify for a loan from a bank or other lender. It’s your money!
About Us
The Insurance
Maven
Liquidity is an essential part of any financial plan. A typical savings account might be a solution, but you pay taxes every year on the growth.
Did you know that you can quickly borrow money from the cash value account in your whole life insurance policy? Not only is the loan tax-free, but unlike CDs or retirement accounts, you won’t have to pay any early withdrawal fees or penalties.
At The Insurance Maven, we believe that life insurance is not just about what happens after you’re gone – it’s about financial flexibility while you’re still here.
WHY US
The Insurance
Maven
Proven Expertise
Well structured insurance can serve as a financial foundation, providing liquidity and flexibility.
Transparent and Honest Advice
No complicated jargon, just straight-forward information, solutions and guidance.
MULTI-GENERATIONAL PROTECTION
Leave emergency funds or a legacy as well as guaranteed insurability for children and grandchildren.
WHY US?
The Insurance
Maven
Proven Expertise
Well structured insurance can serve as a financial foundation, providing liquidity and flexibility.
Transparent and Honest Advice
No complicated jargon, just straight-forward information, solutions and guidance.
MULTI-GENERATIONAL PROTECTION
Leave emergency funds or a legacy as well as guaranteed insurability for children and grandchildren.
“I never knew that a life insurance policy could be used to grow wealth and to guarantee insurability. I purchased policies for my three young grandsons, not only in case they need some emergency money some day, or funds for higher education later on, but also to make certain that their families have some protection, too.”
Theresa F.
Walnut Creek, CA
Customize Your Plan
Ready to Take Control of Your Financial Future?
It’s true. You can only buy life insurance with your health. Let us show you how much it will cost you to wait until “later”.
Customize Your Plan
Ready to Take Control of Your Financial Future?
It’s true. You can only buy life insurance with your health. Let us show you how much it will cost you to wait until “later”.
