R Allan Jensen

Experience

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  InsuranceProfessor.net

  Jan 1992 - now

  My highest priority is to provide clients with safe and financially secure solutions. I rely on “safe money strategies,” which means financial risk is mitigated against loss due to market conditions.• Annuities for Retirement Income Planning:: do you have guaranteed, lifetime income? Have you taken retirement risks off the table? Together we investigate all sources of complementary retirement: Social Security, pension, 401(k)s/IRA, etc• Use Permanent Life Insurance for Tax Free Retirement & Wealth Accumulation:: is retirement income maximized by keeping your taxes as low as possible? We will look at innovative uses of permanent life insurance to compose part of your retirement assets, which provides protection from taxation, and help with extraordinary costs in retirement.In addition, my services extend to…………..•Protecting Your Family, Life Changes, and Your Legacy:: do you have an efficient plan to pass assets to and leverage additional assets for your legacy, all while maintaining the funds you need to live comfortably in retirement? I help you secure financial guarantees for your survivors, protecting them from uncertain future expenses, such as college funding, for children or grandchildren. •Medicare & Social Security Planning:: you will need additional coverage for Medicare and other health care costs. We also address the costs of extended care. Since claiming of social security benefits is a one time choice, I provide analyses to maximize your benefits, while minimizing tax impacts. •Small Business Continuation Planning:: provide for coverage against the loss of key employees; strategies for executive compensation; retention of critical staff with incentive structures; funding of buy-sell agreements, as well as succession and continuity plans; employee benefits coverage and management.Don’t hope your plan works — together let’s be sure you know your plan works! Show less

  • Owner

    Jun 1992 - now

  • Investment Advisor Representative

    Jan 1992 - now