The health event arrived and he wasn’t prepared… not financially anyways.
He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it.
Now it was scramble time – to get everything financial in place as it should be at a time when energy is better spent on what matters most – family, friends, making a difference.
Jerry had no choice at this point and worse yet he felt like he was swimming with sharks – advisors and product sales people who knew he was desperate and claimed to have the magic solutions to solve everything financial, but it seemed to be in their best interest and not Jerry’s.
And at this point Jerry didn’t have the time to truly understand his opportunities and dangers and knew he now had fewer options because he had waited and the time was ticking down.
Now Jerry was wondering what could have been possible had he got around-to-it sooner… he could have been swimming in friendlier waters!
The health event was now revealing all the possible ways he could have protected and preserved a lifetime of achievements, but there wasn’t time.
You don’t have to feel forced to make decisions you don’t feel prepared to make… seize the lifetime and legacy opportunities available to you now and enjoy the benefits of protecting and preserving wealth – time with family, creating a legacy – with less worries!
Want to learn how to swim in friendlier waters? Click Here
Wealth is more than money. Don’t just plan for your future, live it right now.
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You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.
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“We grow a little every time we do not take advantage of somebody’s weakness.”
– Bernard Williams