How to MAXIMIZE retirement income and legacy according to Ernst & Young - with Peter Nelson
リアクション
2026年04月20日
#hazeltinellc #wholelifeinsurance #annuities
To learn more, schedule time with us here:
https://www.calendly.com/tradfinance
Contact us:
info@hazeltinellc.com
678-201-1629
https://www.linkedin.com/company/hazeltine-llc
MONEY SAVING IDEAS
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Velocity Banking with a First Lien HELOC
Refinance your mortgage into a first lien HELOC, or buy a house with first lien HELOC to greatly optimize your paydown:
https://firstlienheloc.com/how-it-works/maximized-cashflow-strategy/
My referral link: https://flhambassador.com/loganhertz/
Costco Insurance Program
Switch your home / renters / auto insurance to Costco - I saved hundreds this way:
https://www.costco.com/auto-home-insurance-services.html
Health Sharing
Replace your health "insurance" plan with a health sharing plan and save a ton on healthcare – Crowd Health is what I use (my referral link):
https://app.joincrowdhealth.com/r/MZEZNO
Bank/Credit Card Sign-up Bonuses
www.doctorofcredit.com
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EASILY CREATE HIGH QUALITY VIDEO
------------------------------------------------------------------------------------------------------------------
Descript is what I use to create and edit my videos - get 50% off with my link:
https://descript.cello.so/KOk45gwnUFZ
------------------------------------------------------------------------------------------------------------------
LINKEDIN COACHING
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Get 200+ prospects and 10+ more weekly sales conversation via Social Sales Link
My referral code - FREE membership available:
https://social-sales-link.mykajabi.com/a/2148003310/y8TMo6W2
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Timestamps:
0:00 Ernst & Young Report
2:00 New 60 40 Paradigm
3:30 Income First Retirement
5:40 Cash Value Life Insurance
9:25 Annuities for Income
13:15 Investments and Flexibility
16:20 Ernst & Young Whitepaper
18:50 Risk Taxes and IRMAA
22:45 Design and Servicing Skill
25:15 Next Steps
To learn more, schedule time with us here:
https://www.calendly.com/tradfinance
Contact us:
info@hazeltinellc.com
678-201-1629
https://www.linkedin.com/company/hazeltine-llc
MONEY SAVING IDEAS
------------------------------------------------------------------------------------------------------------------
Velocity Banking with a First Lien HELOC
Refinance your mortgage into a first lien HELOC, or buy a house with first lien HELOC to greatly optimize your paydown:
https://firstlienheloc.com/how-it-works/maximized-cashflow-strategy/
My referral link: https://flhambassador.com/loganhertz/
Costco Insurance Program
Switch your home / renters / auto insurance to Costco - I saved hundreds this way:
https://www.costco.com/auto-home-insurance-services.html
Health Sharing
Replace your health "insurance" plan with a health sharing plan and save a ton on healthcare – Crowd Health is what I use (my referral link):
https://app.joincrowdhealth.com/r/MZEZNO
Bank/Credit Card Sign-up Bonuses
www.doctorofcredit.com
------------------------------------------------------------------------------------------------------------------
EASILY CREATE HIGH QUALITY VIDEO
------------------------------------------------------------------------------------------------------------------
Descript is what I use to create and edit my videos - get 50% off with my link:
https://descript.cello.so/KOk45gwnUFZ
------------------------------------------------------------------------------------------------------------------
LINKEDIN COACHING
------------------------------------------------------------------------------------------------------------------
Get 200+ prospects and 10+ more weekly sales conversation via Social Sales Link
My referral code - FREE membership available:
https://social-sales-link.mykajabi.com/a/2148003310/y8TMo6W2
------------------------------------------------------------------------------------------------------------------
Timestamps:
0:00 Ernst & Young Report
2:00 New 60 40 Paradigm
3:30 Income First Retirement
5:40 Cash Value Life Insurance
9:25 Annuities for Income
13:15 Investments and Flexibility
16:20 Ernst & Young Whitepaper
18:50 Risk Taxes and IRMAA
22:45 Design and Servicing Skill
25:15 Next Steps