Annuities are guaranteed insurance products that safe guard ones principal and earn a reasonable rate of return. Annuities are a great vehicle for retirees that are that are looking for secure income streams to supplement social security distributions and pension plans. Life Insurance is one of the best ways to provide a legacy transfer to your loved ones.
When structured correctly Life Insurance can leverage the amounts we leave for our loved ones on a tax free basis. There are great benefits for retirees to review their current plan and make sure that the current strategy is in line with their long term financial needs and goals.
When structured correctly Life Insurance can leverage the amounts we leave for our loved ones on a tax free basis. There are great benefits for retirees to review their current plan and make sure that the current strategy is in line with their long term financial needs and goals.
Services
We are Pendo Insurance-a dedicated group of licensed, financial professionals led by president and founder Danial Fereydani, who helps people like you create and manage a customized retirement strategy that preserves and safely grows your assets. At PENDO, our goal is to help you achieve a financially secure and enjoyable retirement.
At Pendo, we believe everyone has a unique situation that requires considerable thought before making any decisions. Our approach is to first listen, ask pertinent questions and review your current retirement plan. Then we employ state-of-the-art software to prepare a customized Financial Inventory Report that shows you where you're at today and a customized Retirement Strategy Plan designed to get you where you want to be.
Annuities are insurance products used to accumulate tax-deferred savings for retirement which also can provide a current and/or future income stream. At Pendo Insurance we focus on fixed and fixed-index annuities which offer a reasonable rate of return and provide guaranteed lifetime income. These annuities are great vehicles for people who are looking for secure income streams to supplement Social Security and pension plans.
A life insurance policy is a contract with an insurance company that in exchange for your premiums provides a lump sum payment to your designated beneficiary when you die. There are several types of life insurance, each with their own purpose. At Pendo Insurance, we often recommend life insurance as great tool to have in your financial toolbox as a flexible estate planning strategy to help preserve and transfer wealth.
A living trust is a key component of your financial plan. While you are the CEO of your living trust and overall tax and estate plan, we hope you consider Pendo Insurance as a board member. We will sit at the table with you, your CPA, attorney and other trusted individuals and advise how we can add value by providing guaranteed income solutions, liquid safe money options, and tax free legacy for you and your loved ones.
Reviews (3)
Dimitry M.
Dec 30, 2020
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I am not familiar with financial planners and their services, and for that matter, I have not used any, but when Danial was referred to me I have to say that I appreciate the help and services that he gave and will use him in the future.
I was in a bind regarding an inherited IRA and he was able to save me quite a lot of money (taxes) simply by steering me in the right direction rather than just taking advantage of me during this stressful time.
He also didn't charge me for the advice, gave me a solution that was best for me, and simply thanked me for thinking of him. All I can say is
I was in a bind regarding an inherited IRA and he was able to save me quite a lot of money (taxes) simply by steering me in the right direction rather than just taking advantage of me during this stressful time.
He also didn't charge me for the advice, gave me a solution that was best for me, and simply thanked me for thinking of him. All I can say is
Sunny D.
Nov 22, 2018
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Shahrzad S.
Nov 22, 2018
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