Lifetime Wealth Portfolios

Lifetime Wealth PortfoliosSM – A New Definition of Wealth

What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your “human capital”.

Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its affect on your overall asset allocation.

Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income* to hedge against the risk of outliving your retirement savings.

Lifetime Wealth PortfoliosSM

Lifetime Wealth PortfoliosSM is a managed account solution that provides you with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and quality insurance coverage —all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

For a free Lifetime Wealth Portfolio consultation please call (623) 583-5940 today!


*Refers to fixed annuity products. Guarantees are backed by the claims paying ability of the issuer.

Disclosure

Daniel Lindblad is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1905336), AZ, CA (CA Insurance License #0B35938), CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

Daniel Lindblad is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10225 W Thunderbird Blvd Ste B, Sun City, AZ, 85351, 623-583-5940. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Lindblad is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

LINDBLAD FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither LINDBLAD FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.