Empowered Insurance - First Financial Equity Corporation
Empowered Insurance
When it comes to financial planning, we all want the same things. Security for those we care about. Are there people in your life who depend upon your success for their future? Insuring your income is an important component of financial planning and critical to protecting your dependents. It is important to have a properly designed insurance portfolio to prevent having a negative impact on your ability to build wealth. Your First Financial Equity Corporation advisor understands this balance and is focused on your long term protection.
Protection for what you have built. Are the assets that you have built at risk from the cost of long term care or is it possible that you will outlive your retirement savings? Life insurance may be a great way to leave assets to your heirs. The proper use of insurance-based products can help provide the security you desire. Your First Financial Equity Corporation advisor can coordinate these planning strategies utilizing the top companies in the industry. We find the most competitive products for your individual situation.
What are the risks to you and your family’s lifestyle? Your First Financial Equity Corporation advisor will customize your financial plan to include your insurance needs and estate goals. We look for strategies and products that can serve multiple purposes so that you can minimize insurance expenses while getting the protection that you need.
RISKS TO YOU AND YOUR DEPENDENTS
ESTATE MANAGEMENT AND TRANSFER
Premature Death
Trust Solutions
Disability
Tax Strategies
Outliving your assets
Estate Planning
Long Term Care Costs
Competitively shopped insurance and annuity products from the industry’s top companies. FFEC does not offer tax advice.
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When it comes to financial planning advice, it is important to have an advisor who can coordinate your needs. Integrity.
A process to build your future.
You deserve clear, honest and realistic communication with your advisor. Our recommendations are personal. We have you and your family’s long term goals in mind.
It is imperative that you and your financial advisor have a clear understanding of both your goals and risks. First Financial Equity Corporation has a proven record of success with clients and businesses of all types using the process below.
Expertise. When it comes to financial success, one size does not fit all. In partnership with the top insurance providers in the industry, First Financial Equity Corporation can deliver customized strategies and products for your specific needs.
2 1
5-Step Process
Coordination. People can find themselves with too many advisors, but it is critical to coordinate your assets along with your insurance needs. First Financial Equity Corporation will help you to manage your risks along with your investment portfolio.
3
5 4
1. Understand and set objectives 2. Determine strategy 3. Implement plan 4. Monitor changing needs and make adjustments 5. Regular client reviews
When you partner with First Financial Equity Corporation, you become empowered to take control of your financial future. In partnership with your advisor, you will receive objective, unbiased guidance backed by industry-leading research and resources. Our success is measured by the quality of relationship we establish with you. We are committed to the highest levels of customer service and personal attention. Through each interaction, we strive to make every point of contact exceed your expectations. Contact a local FFEC representative to empower yourself to take control of your financial future.
First Financial Equity Corporation does not offer any tax advice. Securities and investment advisory services are offered through FFEC. First Financial Equity Corporation is a member of FINRA, SIPC.
integrity knowledge innovation trust empowered investing
Get to know FFEC
Scottsdale - Headquarters (480) 951-0079 (Phone) (800) 687-3800 (Toll-Free) 7373 N. Scottsdale Road, Suite D-120 Scottsdale, AZ 85253 Dallas Office (214) 545-3300 (Phone) (866) 380-8332 (Toll-Free) Occidental Tower 5005 LBJ Freeway, Suite 1410 Dallas, TX 75244 Denver Tech Center Office (303) 643-5959 (Phone) (877) 591-5959 (Toll-Free) Terrace Tower 5619 DTC Parkway, Suite 575 Greenwood Village, CO 80111 Denver Downtown Office (720) 354-3854 (Phone) (888) 308-3332 (Toll-Free) 1999 Broadway, Suite 550 Denver, CO 80202 Billings Office (406) 294-2808 (Phone) (866) 637-8132 (Toll-Free) Transwestern Plaza II 490 N. 31st Street, Suite 301 Billings, MT 59101 Sun City Office (623) 972-3332 (Phone) (877) 404-3332 (Toll-Free) Crossroads Office Plaza 12515 W. Bell Road, Suite 108 Surprise, AZ 85378 San Diego Office (858) 452-6455 (Phone) 5230 Carroll Canyon Road, Suite 214 San Diego, CA 92121
www.ffec.com
v1-0514
When it comes to financial planning, we all want the same things. Security for those we care about. Are there people in your life who depend upon your success for their future? Insuring your income is an important component of financial planning and critical to protecting your dependents. It is important to have a properly designed insurance portfolio to prevent having a negative impact on your ability to build wealth. Your First Financial Equity Corporation advisor understands this balance and is focused on your long term protection.
Protection for what you have built. Are the assets that you have built at risk from the cost of long term care or is it possible that you will outlive your retirement savings? Life insurance may be a great way to leave assets to your heirs. The proper use of insurance-based products can help provide the security you desire. Your First Financial Equity Corporation advisor can coordinate these planning strategies utilizing the top companies in the industry. We find the most competitive products for your individual situation.
What are the risks to you and your family’s lifestyle? Your First Financial Equity Corporation advisor will customize your financial plan to include your insurance needs and estate goals. We look for strategies and products that can serve multiple purposes so that you can minimize insurance expenses while getting the protection that you need.
RISKS TO YOU AND YOUR DEPENDENTS
ESTATE MANAGEMENT AND TRANSFER
Premature Death
Trust Solutions
Disability
Tax Strategies
Outliving your assets
Estate Planning
Long Term Care Costs
Competitively shopped insurance and annuity products from the industry’s top companies. FFEC does not offer tax advice.
t
When it comes to financial planning advice, it is important to have an advisor who can coordinate your needs. Integrity.
A process to build your future.
You deserve clear, honest and realistic communication with your advisor. Our recommendations are personal. We have you and your family’s long term goals in mind.
It is imperative that you and your financial advisor have a clear understanding of both your goals and risks. First Financial Equity Corporation has a proven record of success with clients and businesses of all types using the process below.
Expertise. When it comes to financial success, one size does not fit all. In partnership with the top insurance providers in the industry, First Financial Equity Corporation can deliver customized strategies and products for your specific needs.
2 1
5-Step Process
Coordination. People can find themselves with too many advisors, but it is critical to coordinate your assets along with your insurance needs. First Financial Equity Corporation will help you to manage your risks along with your investment portfolio.
3
5 4
1. Understand and set objectives 2. Determine strategy 3. Implement plan 4. Monitor changing needs and make adjustments 5. Regular client reviews
When you partner with First Financial Equity Corporation, you become empowered to take control of your financial future. In partnership with your advisor, you will receive objective, unbiased guidance backed by industry-leading research and resources. Our success is measured by the quality of relationship we establish with you. We are committed to the highest levels of customer service and personal attention. Through each interaction, we strive to make every point of contact exceed your expectations. Contact a local FFEC representative to empower yourself to take control of your financial future.
First Financial Equity Corporation does not offer any tax advice. Securities and investment advisory services are offered through FFEC. First Financial Equity Corporation is a member of FINRA, SIPC.
integrity knowledge innovation trust empowered investing
Get to know FFEC
Scottsdale - Headquarters (480) 951-0079 (Phone) (800) 687-3800 (Toll-Free) 7373 N. Scottsdale Road, Suite D-120 Scottsdale, AZ 85253 Dallas Office (214) 545-3300 (Phone) (866) 380-8332 (Toll-Free) Occidental Tower 5005 LBJ Freeway, Suite 1410 Dallas, TX 75244 Denver Tech Center Office (303) 643-5959 (Phone) (877) 591-5959 (Toll-Free) Terrace Tower 5619 DTC Parkway, Suite 575 Greenwood Village, CO 80111 Denver Downtown Office (720) 354-3854 (Phone) (888) 308-3332 (Toll-Free) 1999 Broadway, Suite 550 Denver, CO 80202 Billings Office (406) 294-2808 (Phone) (866) 637-8132 (Toll-Free) Transwestern Plaza II 490 N. 31st Street, Suite 301 Billings, MT 59101 Sun City Office (623) 972-3332 (Phone) (877) 404-3332 (Toll-Free) Crossroads Office Plaza 12515 W. Bell Road, Suite 108 Surprise, AZ 85378 San Diego Office (858) 452-6455 (Phone) 5230 Carroll Canyon Road, Suite 214 San Diego, CA 92121
www.ffec.com
v1-0514
