Headed by its founder, Mr., Thomas Gucciardi, we welcome you to our site. Mr. Gucciardi has over 25 years of experience focused on Life Insurance, Fixed Annuities, & Long Term Care Insurance. He spends countlesshours in person with his clientele to accomplish your Estate Planning Goals. The agency focuses on "evaluating your risk tolerance" also your "Goals & Objectives" plus your "Income Needs."
The agency has hundreds of millions of dollars under management in the Fixed Annuity market. We pride ourselves in personalized service. We specialize specifically in converting assets into tax free benefits for your loved ones. All transactions are conducted in person. Yes, we make house calls.
The agency has hundreds of millions of dollars under management in the Fixed Annuity market. We pride ourselves in personalized service. We specialize specifically in converting assets into tax free benefits for your loved ones. All transactions are conducted in person. Yes, we make house calls.
Services
The Global Financial Group core beliefs will impress upon its agents, employees and Customers, honesty and fairness in all of its business dealings. We utilize compliant marketing material from the carriers we represent as well as the State we are conducting business within. We understand and agree that a personalized and caring nature towards our clientele is the first responsibility we have to our clientele.
In the United States an annuity contract is created when an insured party, usually an individual, pays a life insurance company a single premium or systematic payments that will later be distributed back to the insured party over time. Fixed Indexed Annuity - Your return will be based on different indexes in the market with caps & other important features to understand.
Mr. Thomas Gucciardi prides himself in providing Income For Life to the 10,000 baby boomer's retiring per day. Retirees who watched in horror during the 2008 stock market crash as their account balances plunged along with the market now face a new challenge, how to generate enough income to pay their bills.
Individual retirement accounts (IRAs) have become a mainstream investment vehicle since their introduction by the Employee Retirement Income Security Act in 1974. IRAs were designed to help individuals without access to a workplace retirement savings plan, providing them with a tax-favored way to accumulate money for the future.
Do not be afraid of the word "life Insurance" all of us will die. The goal is to leave as much tax free money to your children/loved ones as possible. Mr. Thomas Gucciardi will assist you in the simple step of converting your taxable funds to tax free funds. It is that simple. Most clients opt for a one time payment to a life insurance company & never have a payment again.
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