A financial product that provides financial protection or a sum of money to beneficiaries upon the death of the insured and can can also offer benefits while the policyholder is still alive, such as cash value accumulation and potential tax advantages. It serves as a crucial tool in safeguarding loved ones and assets, ensuring financial stability in times of need.

Types of Policies:

• Equity Indexed Universal Life

• Universal Life

• Whole Life

• Term Life

• Long Term Care & Disability

• Final Expense

• Living Benefits

Annuities are financial products that can provide a steady income stream in the future. They are commonly used as a tool for retirement planning, offering a guaranteed income for a specific period or for life, depending on the type of annuity chosen.

One of the key benefits that annuities offer is tax-deferred growth, meaning that investment gains are not taxed until the funds are withdrawn. This can be advantageous if you're looking to maximize your retirement savings.

Retirement accounts are seamlessly and meticulously transitioned and consolidated into indexed annuities, a strategic and personalized approach meticulously crafted to align perfectly with the distinctive financial goals and aspirations of our valued clients.

• Equity Indexed Annuity

• Fixed Annuity 

• IRAs / SEP IRA Rollovers

• 403(B) / 401(K) Rollovers

  Explore safe investment options like life insurance and annuities at Align Organization to safeguard your retirement savings.

Debt settlement offers a simplified way to reduce and repay outstanding debts. By negotiating with creditors on your behalf, debt settlement companies can help lower the total amount you owe. This can result in significant savings compared to repaying the full debt. Additionally, debt settlement can help you become debt-free faster than making minimum monthly payments, providing a quicker path to financial freedom.

When it comes to saving for college, life insurance can be a valuable tool to consider. Life insurance policies can provide both protection for your family and a way to save for future educational expenses. By taking advantage of cash value life insurance, you can build up a fund that has the potential to grow over time and can be used to help cover college costs when the time comes. With proper planning and the right life insurance policy, you can create a solid foundation for your child's education while also ensuring financial security for your family's future.

Life insurance and annuities provide tax resolutions due to their unique tax advantages. The death benefit from a life insurance policy is generally received by beneficiaries income tax-free.

Our expert team works closely with entrepreneurs to create comprehensive strategies that safeguard their businesses and assets. By leveraging the power of life insurance and annuities, business owners can protect their legacies, ensure continuity in operations, and build a foundation for generational wealth.