Mailing
Address:
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Steve Bailey Insurance Services, Inc.
11835 Carmel Mtn. Rd. # 1304-327
San Diego, CA 92128 |
Although we believe that those investors who have Annuites and don't
plan on using them, are better off with Cash Rich Life Insurance,
we believe there is a definite place for Annuities for a lot of people.
We use the best companies and the latest INDEXED ANNUITIES on the
market, for Retirement objectives. Do you have a Roll-Over IRA or
401(k) issue? No one does it better, safer and with Guarantees of
Principle, than us and the companies we recommend. Ask us about the
latest "deal" that various companies are offering to obtain
your business. Call Steve Bailey with questions / concern / or comments
at anytime.
Steve Bailey, one of the top ten Life Insurance Professionals
in California, handles Each and every application personnally. To
discuss your needs: CALL 800.716.1911 and leave a message and I'll
call you back within 24 hours. Allow at least a 5 minute visit to
get your basic information and what you want to do. OR...Fill
out the Consultation Form.
ALL inquirys are Confidential.
Step 1:
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The application will be Overnighted to you. The
application is Highlighted to make it easier to fill in
your basic information. It takes about 9 minutes to fill in,
unless it's a slow day for you. Please sign on all the Red "X's" and
sign the illustration too (only on UL policies, not term). Mail
it back in the Priorty envelope enclosed (call with any questions
at anytime). I spend as much time as you need to discuss your
needs. In some cases I will meet you anywhere in California when
your Life Insurance requires a meeting due to Trust work and
more sophisticated planning. |
Step 2:
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We receive the application, call the medical examiner
for your physical. They call you. Set it up within 2 weeks, at
your Home / Office....evenings and weekends okay. We send an
instruction sheet for the best way to prepare for the Insurance
Physical. |
Step 3:
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Policy takes 8 to 12 weeks to get. You can pay
monthly; Quarterly; Semi-Annual and Annual. If a trust is necessary,
the trust needs to be taken care of before the Life Insurance
is dated. |
LARGE
ESTATES:
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* Transfer Tax Solutions
* Ages 60 to 90
* We negotiate with the Underwriters for best rates
* Use "Fee-Based" Policies more often than Commissioned policies.
* Policies with No Surrender Charges
* Trust work where needed - your attorney or ours.
* Proper Ownership of policies (will not be included in your estate) |
BUSINESS OWNERS / PROFESSIONALS:
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* Set up LLC or General Partnership to avoid Transfer
for Value (of Corp.)
* Tax-Free Retirement plans using Indexed UL (Very high Early Cash Values)
* Review present coverage for possible better ratings or Refinancing
* ROP-Return of Premium Term...Get back ALL of your premium Paid in.
* Only the best carriers in the world
* Keyman / Pre-funded Retirement / Partnership / Group or Individual |
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