We are in the business of helping people. Using the best financial products and strategies, we've helped many families and businesses to preserve and create wealth. How may we help you? Since 1999, our insurance agency has served Brea and the surrounding California communities by protecting the people we work with just like we protect our own family members.
If you're not thrilled with your current retirement and insurance products, please contact us today. Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Indexed or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
If you're not thrilled with your current retirement and insurance products, please contact us today. Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Indexed or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
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Raymond has achieved international recognition four times as qualified member of Million Dollar Round Table (MDRT).
Raymond has educated thousands of clients on how to capture the market up potential without market risk by using Fixed Indexed Annuity as a part of their retirement planning product.
This innovative retirement product also has the attractive feature is to provide guaranteed lifetime income to the clients.
Raymond using the advanced software to search over 1,000 Fixed Index Annuities with highest rate for clients to rollover their old or at risk IRAs / 401(k) / 403(b) / 457 and SEP.
Raymond has educated thousands of clients on how to capture the market up potential without market risk by using Fixed Indexed Annuity as a part of their retirement planning product.
This innovative retirement product also has the attractive feature is to provide guaranteed lifetime income to the clients.
Raymond using the advanced software to search over 1,000 Fixed Index Annuities with highest rate for clients to rollover their old or at risk IRAs / 401(k) / 403(b) / 457 and SEP.
Are you looking for a guaranteed "paycheck" for the rest of your life?
Does guaranteed annual compound yield of 5% - 7% sounds too good to be true?
Which insurance company has the highest "paycheck"?
Annuity is the only product that can offer Guaranteed Lifetime Income.
Although annuity is not for everyone, but many annuity owners found annuity is a very powerful financial product which can help them achieve their retirement dreams.
Annuity is offer from the top rated insurance companies and guarantees are backed by their financial strength.
Does guaranteed annual compound yield of 5% - 7% sounds too good to be true?
Which insurance company has the highest "paycheck"?
Annuity is the only product that can offer Guaranteed Lifetime Income.
Although annuity is not for everyone, but many annuity owners found annuity is a very powerful financial product which can help them achieve their retirement dreams.
Annuity is offer from the top rated insurance companies and guarantees are backed by their financial strength.
Although annuities and IRAs are great products to accumulate funds for retirement, at death the value passed to heirs could be lost by 70% due to income and estate taxes.
If you do not need all the income generated from your annuity or IRA for retirement purposes, there are tax efficient ways to maximize the amount that will pass to your heirs at your death.
Example: If you start taking withdrawals as permitted under your annuity contract or IRA to fund a life insurance policy, if structured properly, life insurance can be free from both income and estate taxes when pass to your heirs.
If you do not need all the income generated from your annuity or IRA for retirement purposes, there are tax efficient ways to maximize the amount that will pass to your heirs at your death.
Example: If you start taking withdrawals as permitted under your annuity contract or IRA to fund a life insurance policy, if structured properly, life insurance can be free from both income and estate taxes when pass to your heirs.
Required Minimum Distribution (RMD) Maximization Strategy is similar to IRAs and Annuities Maximization Strategy.
If you do not need your RMD in order to maintain your current lifestyle, we can help you significantly increase the after-tax RMD funds to your grandchildren or favorite charity by using life insurance.
Life insurance can fully maximize the amount of after-tax RMD comparing to savings account or risky stock market.
We partnering with over 30 top rated life insurance companies for the best life insurance products.
If you do not need your RMD in order to maintain your current lifestyle, we can help you significantly increase the after-tax RMD funds to your grandchildren or favorite charity by using life insurance.
Life insurance can fully maximize the amount of after-tax RMD comparing to savings account or risky stock market.
We partnering with over 30 top rated life insurance companies for the best life insurance products.
If you have changed jobs or retired, the previous employer savings plan (i.e., 401(k), 403(b), government 457, Thrift Savings Plan, etc) can be rollover to a new IRA.
IRA allows your money continue to grow tax-deferred until you withdraw it from the account.
An IRA also gives you variety of choices for you to grow your money.
Multiple Interest Crediting options: wide selections of interest crediting options to choose.
Guaranteed Income For Life: optional benefit that guaranteed lifetime "paycheck" for you or a joint life payout for you and your spouse.
IRA allows your money continue to grow tax-deferred until you withdraw it from the account.
An IRA also gives you variety of choices for you to grow your money.
Multiple Interest Crediting options: wide selections of interest crediting options to choose.
Guaranteed Income For Life: optional benefit that guaranteed lifetime "paycheck" for you or a joint life payout for you and your spouse.
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