Showing Women Doctors How To Save Money Without Fear of Market Losses, Enjoying Tax-Free Growth and Distributions
WHO AM I?
I am an independent life insurance agent with a Bachelor’s degree in Financial Planning with special training on how to help women doctors manage their money better. I’m also a Viet Nam War Era veteran (USAF, 1974-1977). I was born and raised in Los Angeles and still live here.
My work and opinions about a variety of subjects have been recommended in articles in both local publications (“The Antelope Valley Press” interviewed me about my real estate investments in 1990) and national publications (“The Washington Post” gave a nice review to a publication of mine in 1999). In 1993, I was actually interviewed about my opinions on dating by the BBC (radio), on television (Fox News at 11) and was even a guest on “The Oprah Winfrey Show,” (seriously!).
I am a big fan of the major sports teams in Los Angeles (Lakers, Dodgers, and Rams), plus the horse races at Santa Anita and Del Mar. I love movies and my favorite decades are the 1930s and the 1980s. I especially love the old screwball comedies (nobody makes films like those anymore!). I love a wide range of music, but grew up in the 60s, so I especially love the rock n roll of that era. There is nothing I love more, though, than constantly learning new things!
WORKING WITH WOMEN DOCTORS
I am available to work with anyone that needs my services, but the focus of my business is women doctors in private practice (especially those between the ages of 30-45).
There are two reasons for this. One reason is because women doctors still make less than male doctors for the same work (25% less according to the 2019 Medscape Report). My goal is to function as “The Equalizer” by showing women doctors how to save money for the future that builds tax-free, allows tax-free distributions at any age, and provides a lump sum of tax-free money for heirs and favorite causes later.
The second reason I focus on women doctors is because I was mostly raised by a working mother. My parents were married young and, by the time I was 6 years old, I was the oldest of four kids. But my parents got divorced at that time and both were eventually married four times. My siblings and I were moved around so much that, by the time I reached the 10th grade, it was the 10th school I had attended. My mother often had to work two jobs to keep a roof over our heads and food in our bellies. So women that work, especially women with children, will always occupy a special place in my heart.
My policy is to operate as a fiduciary and will never offer any products or services unless they are in the best interest of my clients. I offer solutions to a variety of financial issues using life insurance products. I will answer any question ASAP if sent to – EquityIndexLife@gmail.com.