Welcome: Underdahl Financial Family
Covering Sarasota, Venice & Bradenton Florida
Toll Free # 877-544-0004 (or) Local # 941-929-1800
Offering Safe Strategies
For Your Retirement Nest Egg
Specializing in the Following Services
To Help Improve Existing Savings & Income Accounts.
1- To Make Them More Profitable & More Efficient To Manage.
2- To Create Either Immediate Income or Future Income
Transferring Existing IRA’s or 401’s Retirement Accounts.
1- To Create Guaranteed Lifetime Income.
2- Transferring Existing IRA’s To Your Beneficiaries Tax Free.
2010 Roth IRA Conversion. Learn How To Transfer Your Existing IRA’s or 401’s To Create A Tax Free Forever Retirement Account.
1- To Create Guaranteed Tax Free Lifetime Income for you and your entire family
2- Transferring A New Roth IRA To Your Beneficiaries Tax Free Forever.
Updating Older Annuities Policies and Beneficiaries.
The New: “Long Term Care Annuity” Three Times the Coverage.
$50,000.00 Premium = $150,000 in Tax Free Long Term Care Benefits.
“If you don’t use it - You don’t loose it”
2010: New Way To Fund Long Term Care With Existing Assets.
1- New Federal Tax Laws allow retirees to use income proceeds from annuities investments to fund Long Term Care Policy Premiums.
Reviewing Existing Life Insurance Policies:
1- Updating Coverage and Beneficiaries.
2- Improving Coverage and Lowering Premiums.
Transferring Wealth To Eliminate Estate Taxes
Using Life Insurance.
1- Choosing the Right Coverage & Plan to fit your Needs.
2- Using Current Assets To Fund Life Policy to Offset Estate Taxes.
3- Life Settlements “Selling Older Policies for Cash.
Medicare Supplements (or) Medicare Advantage with
Prescription Drug Coverage.
1- Free consultation to determine your proper Medical & Doctor coverage.
Mission Statement
We offer a Full Service of Insurance Retirement Products. We have helped many individuals from the Ages of 50- 90 Years old improve their existing Retirement Accounts. These Services include Life Insurance Reviews, Income Planning, IRA Rollovers, Long Term Care, Fixed Rate Annuities
and Medicare Supplements.
I talk with many Senior Citizens everyday and their major concerns are all the same. They want a Safe and Secure place to invest their Savings.
Investing With Top Rated Life Insurance Companies will give you the Peace Of Mind Your Seeking. These Time Tested Investments is the Best Place to Secure Your Retirement Savings. With today’s current Stock Market Uncertainties Crisis, a Fixed Rate Annuities offers You & Your Beneficiaries Guaranteed Growth and Lifetime Income to ensure a Safe & Secure Retirement
My main concern with my clients is to offer a Safe Investment that will Protect "Your Retirement Nest Egg".
Rod Underdahl
Savings & Income Specislist
IRA & Roth IRA Rollover Specialist
Your Retirement Solution LLC
Please contact me for a no-obligation introductory consultation!
