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About Tony Vaca |
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Medicare Advantage
Agent/Broker
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How can I help
answer your Medicare questions (nationwide)?
Should I enroll in a Medicare Advantage plan (see
list of states I am licensed in below)?
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Health Insurance
Agent/Broker
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Life Insurance
Agent/Broker
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Plans for:
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Family
Legacy Protection (To protect your family
should you pass to soon - Mortgage,
Schooling, etc.)
Imbedded Long Term Care benefits (Early
access to your death benefit should a
medical emergency arise)
Final Expense (To cover the cost of
cremation, burial, ceremony, etc.)
Key Person for business (To help defray the
cost of finding a replacement of an
important member of your staff should they
pass away)
Buy/Sell for business (To allow a business
to buy out a spouse's interest in a business
if they are not interested in being involved
should a business partner pass away) |
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Finance
and Retirement Advisor
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Transferring
assets from an at-risk from market volatility
401(k), 403(b), 457, IRA (Roth or Traditional) or
other vehicle into a "market-safe" IRA
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Setting up a
"market-safe" indexed life insurance plan that
allows you to contribute to your retirement while
you are working and draw an income tax-free
allowance when you retire. And your assets are
available to you prior to 59½ without penalty.
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Cancelling
your cash-value life insurance policy in later years
and rolling these assets, without insurance company
or tax penalty into an annuity.
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Life
Settlement - Selling your
life insurance policy in your later years should you
decide that your beneficiaries are already well
taken care of. |
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| (714)
822-7287 ∙ (714) 908-7123 (fax) |
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Tony@TonyVaca.com |
LinkedIn Profile
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Licenses:
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CA
#0H28585 |
MI
#0612094 |
TX
#2011423 |
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AZ
#16115625 |
NV
#3964440 |
WA
#1241692 |
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CO
#394429 |
OH
#1444993 |
NPN 16115625 |
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Welcome to
Tony Vaca Finance and Retirement Services
As a
Finance and Retirement Advisor, I am dedicated to helping
you to achieve your financial goals and secure your
retirement. I specialize in retirement planning and
strategizing and offer a range of services related to
financial planning, investment advice, and wealth
management. With my personalized and professional advisory
services, I can help you navigate the complex world of
finance and make informed decisions about your future. As an
independent agent representing numerous companies, I provide
a wide range of options to my clients. Contact me today to
see how I can help you plan for a secure financial future. |
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