POLICY RESCUE SERVICES

brought to you by The Settlement Masters

Protecting the Wealthy since 2008


Learn more! Register for our Next Webinar

How To Avoid Financial Elder Abuse

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13 STOCK Insurance Companies are taking advantage of our seniors
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Join us September 16

Thursday at 9am

and learn how to protect wealthy senior citizens from predatory practices

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Curious about what a policy could be worth? Individual Results vary, but our online calculator could give you an idea of how much more than your surrender value you could get for your policy.

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7.7 Million Policies Lapse

Settlement Masters and MVPL are paying attention to predatory practices that rob senior citizens of death benefits

Contact Monica for more information.

** WEBINAR REPLAY ** Calculating Taxes on a Life Insurance Sale

MVPL was created to help families protect their wealth, by facilitating education and access to processes that enable wealth transfer through legal structures that provides security to families, business owners, and charities,.

We relieve tax burdens on estates, and secure the prosperity of future generations by working with skilled professionals who know how to protect their client's assets.

Contact us for more information:

Monica Breaux Founder/CEO

monica@mvplwrc.com

www.mvplwrc.com/

775.365.9429

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The Settlement Masters

is proud to bring you this invitation in collaboration with

MONICA BREAUX

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Visit our Podcast

Robert W Larsen recognized a significant problem in our financial community and has developed key processes to address a trend that is devastating thousands, if not millions, of our senior citizens.

click here or his picture to hear his introductory podcast.


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Do you live in Southern California and want to Grow your Network?

Shelly will host an introductory Zoom meeting to introduce and coordinate activities for the Settlement Masters Orange County Network, dedicated to cultivating our principle services for our local community.

Click here or the picture above for an invitation to join.

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Where you able to attend our latest Webinar on

How to Calculate Taxes on a Settlement?

We got a great response and several request for the replay.

Click the photo above to hear this valuable information again.

Be prepared to take notes.

THE NEXT ISSUE OF

WEALTH INSIGHTS IS ON NEWSTANDS NOW

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POLICY RESCUE SERVICES

brought to you by

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Meet Bob

President, Founder, CEO, and industry great,


Bob Larsen, CFF, TEP,

has helped the wealthy and super wealthy with innovative tax strategies for over four decades.


As a registered fiduciary he has earned the reputation throughout the financial community as the advisor who “Keeps Wealth in the Family”.


If you like what you hear in our webinar and want to join our ‘army’ of professionals protecting our wealthy senior citizens from predatory practices, clear here to book an introductory appointment.

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