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LIFE INSURANCE BASICS
Shopping for life insurance can seem overwhelming, but deciding which type of policy you need is actually simple. There are only TWO MAIN TYPES of policies to choose from. It is important that you learn the advantages and disadvantages.
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WHAT IS THE DIFFERENCE?
  • Term life insurance lasts for a specific amount of time like 10 or 20 years
  • Permanent life insurance (Like Whole Life and Universal Life) can last your entire life and have many benefits like tax-free growth (for income), long-term care benefits, wealth transfer, and more. (Check out the list below) 

Before you decide between term and permanent coverage it is very important to understand how they all work and to run an analysis to find out which options will benefit you the most with your specific needs and situation. There is no one answer that fits everyone. We use a LIFE INSURANCE calculator that is based upon all your income, investments, expenses, taxes, inflation,  and more. Request your FREE Analysis today.
Would you like a quick quote on either a Medicare, Health or Life Insurance plan now? Just click GET A QUOTE to started.
Permanent Life
Advantages
  • Eliminate Future Tax Risks
  • Eliminates Market Loss Risks
  • Sharply Reduce Fee Risk
  • CHRONIC & CRITICAL Illness Advantage
  • Increases Collateral Capacity
  • TERMINAL ILLNESS advantages
  • ​Delivers LIVING BENEFITS
  • Litigation Insulation
  • Mitigates LONGEVITY Risk
  • College Aid Advantages
  • SAFETY & LIQUIDITY
  • ​FULLY DISCLOSED FEES
  • Market Linked Indexes
  • No Age Limit Restrictions
  • ​Estate Planning Tool
*** Life contracts are not all the same. Please speak to us and read the product illustrations.
Let's look at some sample Illustrations...
Learn about Premium Financing
Leveraging how you can succeed
THREE TYPES OF TAXES
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HOW IS LIFE INSURANCE TAXED?
*** Life Insurance Policy has different options which includes a MEC and NON-MEC which determines if the product can be used for TAX-FREE Distributions or not. This is important to set-up correctly.
Multi-Generational Strategy
A SHORT VIDEO ON WEALTH TRANFER PLANNING
  1. Make sure there is still wealth to pass down (Long-term Care can wipe out an estate in a few short years)
  2. Tax Concerns (Federal and Lower State Taxes)
  3. Consider using a Trust (How you want money spent)
  4. Will vs Living Trust ( A trust will bypass probate and keep the matter a private affair)
Multi-Generational Wealth Transfer Concept
You could potentially SAVE money with a ROTH IRA or maybe use the power of a Fixed Index Universal Life Policy (FIUL) to provide children with a TAX-FREE, market SAFE income for life and avoids the ROTH 10 year rule for disbursement.
This sample of a ROTH IRA could save the person up to $519.622 of additional tax. But what if you took the $600,000 Net of taxes and used this strategy to create $345,866 of TAX FREE INCOME for your kids over their lifetime?
WATCH THIS WEBINAR
We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!
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Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.