Birdseye Financial
www.birdseyefinancial.com
  • HOME
  • Who We Are
    • Introduction
    • Annual Review
  • Planning
    • Retirement Analysis
    • Asset Lock
    • Strategies >
      • Rule of 100
      • Sequence of Returns
      • Social Security
      • Taxes In Retirement
      • Tax Strategies
      • Tax Free Retirement Book
      • Retirement Tax FLIP BOOK
      • Pension Max
      • Home Equity Management
    • Get Educated >
      • Income Planning
      • IRA Education
      • Wills and Trust
      • Estate Planning Mistakes
      • Veterans
      • College Planning
    • The Questions >
      • Run out of Money?
      • Retirement Income?
      • How much Risk?
      • Losing Money in Market?
      • Advisor Fees?
      • Leave a Legacy?
    • Video Library
    • Financial Concepts
  • Annuities
    • Annuity Education
    • Fixed Annuity
    • Fixed Indexed Annuity
    • Income Annuity
    • Variable Annuity
    • Vital Signs
    • CD vs Annuity
  • Insurance
    • MEDICARE >
      • Medicare Introduction
      • Medicare Review
      • Drug Compare
      • Advantage Plans >
        • 2020 MAPD
      • Supplements
      • Drug Plans
      • Medicare Enrollment
      • Medicare Networks
    • Medicaid Info
    • Health >
      • WA Health Exchange
      • Medishare
      • UNDER 19
      • Apple Health (DSHS)
      • Glossary
    • Dental
    • Disability
    • Life Insurance
    • Long-Term Care
  • Contact US
    • Referral
    • Client Survey
  • ONLINE MEETING
  • Retirement Analysis
  • Schedule Appointment
  • Forms and Links
  • Secure Upload
  • Professional Referrals
  • Calculators
Picture
WHAT IS LIFE INSURANCE
Its the transfer of risk from the pocket of the consumer over to a company. Those risks may include the list below. We pay a small premium in exchange for protection in the event of a premature death or unforeseen disability. What items below would you need protection for?

Picture
PROTECTION FOR:
  • Final Expenses (Burial, Medical Bills)
  • Pay Off Debts
  • Pay Off Mortgage
  • Replace Lost Income (for survivors)
  • Accumulate Cash Value

Learn More 
Amazing Strategies
Picture
BENEFITS MAY INCLUDE:
  • Tax Free Income (Potential)
  • Tax Free Wealth Transfer
  • Asset Protection
  • Long-Term Care Benefits
  • Critical Illness Benefits
  • Terminal Illness Benefits
Picture
Watch Videos on these additional planning concepts
  • Annuity Maximization
  • Buy Sell
  • College Funding
  • Estate Planning
  • Executive Bonus
  • Key Person
  • Legacy Building
  • Pension Maximization
  • Policy Review
  • Retirement Planning
  • Smart Money

    Life Insurance
    Contact Request

Submit
FREE WORKSHEETS
Picture
Picture
Picture
Picture

WHY LIFE INSURANCE? 
Watch this video in under 6 mins and learn about LIFE Insurance...

HOW DO YOU CHOOSE LIFE INSURANCE
We are often asked which type of life insurance is best. The answer is, the type that is in place when you need it. However, we put more thought into planning this just picking one, we look at what your actual needs are, how long you will have a need for life insurance, what kind payment can you afford and does using life insurance as a retirement tool benefit you as well. 

Many people know that Life Insurance can provide a form of tax free income and asset protection but this may not be the right tool for everyone. We would like to help you understand how they work, what your options are and how to make an informed decision. 
Picture
We offer at NO CHARGE a complete needs analysis so that your goals and objectives are met with more assurance than choosing a number in the sky. We then help you find the best type of insurance, at an affordable rate to your budget using only the top companies in the marketplace.
CALL US AT 800-588-0558
Picture
Picture
Picture

HOW MUCH DO YOU NEED?
Here is a simple method you could do at home...


Picture
The FIRST question should be:  
HOW MUCH DO YOU NEED...???
  • Some say 10x your annual income
  • Some say how much do you need to pay off the house
  • Some just pick a number out of the sky...
Picture
Picture
THE D.I.M.E. METHOD
D   = DEBIT (what needs to be paid off in event of death?)
I    = INCOME (what income does your surviving family need?)
M  = MORTGAGE (what do you owe on your mortgage?)
E    = EDUCATION (what are your college funding plans?)


Picture
The SECOND question should be:  
HOW LONG DO YOU NEED COVERAGE?

Do you need coverage for when the kids are in the house or for the rest of your spouses life, or just till the mortgage is paid off?
Picture

Picture
The THIRD question should be:  
HOW MUCH CAN YOU AFFORD TO PAY MONTHLY?
Some polices cost more, and offer additional benefits, such as potential tax free income during retirement, Long-Term Care, and Estate Planning options. They may cost more, but the benefits if affordable may be better.
This is a sample and actual rates may differ
Picture
Picture
GET THE ANSWERS YOU NEED!!!
We offer you a Free Needs Analysis

We offer a FREE no cost personal financial check-up to help you determine the amount, duration and the best type of insurance for your goals. Below you will find a couple of charts that will compare the different types of policy types that exist in the market. Keep in mind, some policies offer Long-Term Care, Terminal Illness and Chronic Illness benefits. Perhaps your looking for TAX-FREE income and Asset Protection type policies. Just give us a call at 800-588-0558 for our recommendation.
Picture
Picture
Who Are We
  • Contact Us
  • Schedule A Phone Call 
  • FINRA Broker Check
  • ​Insurance Broker Background Search
Our Planning
  • Our Planning
  • Retirement Analyzer
  • Asset Lock​​
  • The Strategies
  • Get Educated
  • The Questions
  • Video Education
Annuities
  • Fixed
  • Indexed
  • Income
  • Variable


Insurances
  • Health
  • Dental
  • Disability
  • Life
  • Medicare
  • Long-Term Care
Get Educated
  • Educational Books
  • ​Social Security
  • Rule of 100
  • Taxes in Retirement
Picture
Picture
Click to Enlarge
BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
Picture
Download Brochure

HELPFUL LINKS
  • ONLINE MEETING Online Meeting Screen Share (Click to Launch)
  • SCHEDULE A MEETING on our calendar (Schedule Now)

​RETIREMENT TOOLS 
  • Retirement Analysis Please complete the Financial Questionnaire (Online / Download)
  • Birdseye Financial Secure Document Upload (Click Here)
  • Secure Investment Management  Secure Document Upload (​Click Here)
  • Asset Lock Track your Investments (Click Here)

  • Optional Online ZOOM Meeting (CLICK HERE)
  • VENDOR ONLY Calendar Booking (CLICK HERE)