Intelligent Directions Insurance Solutions is a professional Independent Insurance Agency, licensed in both California and Arizona. We believe in working towards intelligent financial risk mitigation with insurance, by offering a variety of Annuity, Life Insurance, and Long-Term Care contracts from a few select top-rated carriers.
We do not offer "variable" annuity or life contracts, because we feel that it would be conflicted to offer contracts with carrier stated down-side risks, while also trying to mitigate risks with various contract stated positive guarantees.ALL Consultation Discussions, ALL Discussions at any time, are ALWAYS absolutely FREE of charge. We are a team player because we feel that it is important to offer our annuity and insurance expertise and to plug into your existing circle of advisors if appropriate.
We do not try to compete and "sell" towards any self-serving strategic direction.
We do not offer "variable" annuity or life contracts, because we feel that it would be conflicted to offer contracts with carrier stated down-side risks, while also trying to mitigate risks with various contract stated positive guarantees.ALL Consultation Discussions, ALL Discussions at any time, are ALWAYS absolutely FREE of charge. We are a team player because we feel that it is important to offer our annuity and insurance expertise and to plug into your existing circle of advisors if appropriate.
We do not try to compete and "sell" towards any self-serving strategic direction.
Services
It's important to know and trust the person that you are dealing with.
When analyzing and discussing Annuities and Life Insurance, you are clearly dealing with contracts.
Mike is an Alumni of Deloitte (Big 4 Accounting Firm), where he evolved into a high-level Management Consultant in the 1980's and then he became the Founding Partner of Intelligent Directions Consulting, LLC in the early 1990s.
Over the years, Mike has managed procurements/projects from both the client and vendor perspective, driven by contracts totaling several hundred million dollars.
When analyzing and discussing Annuities and Life Insurance, you are clearly dealing with contracts.
Mike is an Alumni of Deloitte (Big 4 Accounting Firm), where he evolved into a high-level Management Consultant in the 1980's and then he became the Founding Partner of Intelligent Directions Consulting, LLC in the early 1990s.
Over the years, Mike has managed procurements/projects from both the client and vendor perspective, driven by contracts totaling several hundred million dollars.
Intelligent Directions Insurance Solutions offers dozens of insurance-based annuities from several different highly rated carriers.
The sections below describe the five major types of annuities that we offer.
Utilizing our hands-on experience and unbiased independent assistance, we educate our clients and work to identify optimal client solutions and strategies.
We excel at explaining the terms and conditions of each carrier annuity contract and how it might work best for each client, given all of the contract options available.
The sections below describe the five major types of annuities that we offer.
Utilizing our hands-on experience and unbiased independent assistance, we educate our clients and work to identify optimal client solutions and strategies.
We excel at explaining the terms and conditions of each carrier annuity contract and how it might work best for each client, given all of the contract options available.
NOTE: This Educational Tool is NOT related to any specific Insurance Carrier or Annuity/Life Product.
Intelligent Directions Insurance Solutions developed this proprietary Point to Point ZeroFloor CAP Educational Tool because of what we saw as an unmet need for investors to become more aware of the mechanics and amazing benefits of annuities when held for accumulation.
Comparing a new annuity investment against the annually compounded S&P500 Index can become a confusing false comparison.
Key Question: Have your past investment results ever really matched the S&P500 Index compounded?
Intelligent Directions Insurance Solutions developed this proprietary Point to Point ZeroFloor CAP Educational Tool because of what we saw as an unmet need for investors to become more aware of the mechanics and amazing benefits of annuities when held for accumulation.
Comparing a new annuity investment against the annually compounded S&P500 Index can become a confusing false comparison.
Key Question: Have your past investment results ever really matched the S&P500 Index compounded?
Mike reserves several 15-20 minute time slots each week just to explain the Mechanics and Benefits of Annuity and Life Contracts.
Mike is EASY to talk to and loves questions.
Use the SSA toolset to gain an understanding of what Social Security claiming options you will have, and what to expect in terms of benefit amounts and protection.
The SSA website is also useful in validating the reported income data (the paid-in amounts) that SSA receives each year from the IRS.
Example: Yes, I would like to receive emails from Intelligent Directions Insurance Solutions.
Mike is EASY to talk to and loves questions.
Use the SSA toolset to gain an understanding of what Social Security claiming options you will have, and what to expect in terms of benefit amounts and protection.
The SSA website is also useful in validating the reported income data (the paid-in amounts) that SSA receives each year from the IRS.
Example: Yes, I would like to receive emails from Intelligent Directions Insurance Solutions.
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