Business
Stephen has significant sales, insurance and real estate experience, and has worked with many individuals and several start-ups and small businesses in designing financial plans and achieving financial goals. Stephen has been serving his clients since 2003, with a special focus in Financial Services. In 2011, Stephen led the initiative of what eventually became a full service financial services and investment advisory, Veraz Advisors. He is a certified college funding specialist and is an expert on designing retirement income plans. Stephen lived and worked in the Tampa Bay Area before first moving to the San Francisco Bay Area in 2009, when he and Jay became business partners. He enjoys skiing all over the world with his family and enjoys watching the Carolina Panthers. Questions from the podcast: · Tell us something interesting @ yourself? · How does this strategy work? · How are withdrawals from the policy tax advantaged? · Why does this strategy sound “too good to be true”? · What if I can’t make the annual contribution one year? · When will I be able to access the supplemental income in the plan? · Do I have to pay annually or could I pay monthly? · What happens to the policy if the return is less than the illustrated annual rate? · What happens if the loan is called? · Who is eligible? · Who is this strategy designed for? · Can this strategy be sold to individuals or only groups of employees? · What are the risks of this strategy? visit https://www.verazadvisors.com/ for more information.