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Limited-time offer for new clients!

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Your Success Starts Here

Congratulations on taking a step toward improving your financial future!
Access to your meeting and calendar details are in your confirmation email.

Please plan to join from a quiet location where we can have an uninterrupted conversation.
If something comes up, you can reschedule using the link in your confirmation email.

We will Discuss

✔ Key concepts about money

✔ Common strategies others use

✔ Goals, and concerns or obstacles you're facing

✔ Scheduling a Follow Up

How to prepare

✔ A general idea of your financial goals

✔ Questions you'd like answered

✔ Savings and/or Retirement Plan Documents and any current policy information.

Asset Protection & Qualified Plan Rollovers

Guaranteed income, long term protection, life-long peace of mind.

The Problem

Market Volatility

Money goes into the 401(K) pre-tax and it's then invested into the stock market.

Taxes

As taxes rise, you risk losing more of your money when you reach retirement age.

Penalties & Fees
  • No matter what age you start to access your money in the 401(K) you will have to pay State and Federal Taxes. 
  • If you access the funds before age 59½, you pay a penalty.
  • If you don't access the funds by age 73, you are required to take a minimum distribution or pay a penalty of 25%.
  • Hidden Fees 1-3%

Most people are putting their life savings into a program where they don't understand the rules or how the money is invested

The Solution

Tax free retirement
Convert taxable retirement to a tax-free retirement when you move your money into a vehicle where taxes are paid upfront and the interest grows tax free. 
Note: These accounts have averaged 9% over the last 30 years. 
Protection

The life insurance, plus the cash value, is going to transfer to the beneficiary 100% tax-free and avoid probate.

Additional Benefits
  • College Planning
One of the most popular ways to save for a child's future since it does not count against you when applying for financial aid and it can be used for anything. 

  • Emergencies
Allows you to access your money with flexibility.

  • Savings
Earn an average of 9% vs what the bank is giving. 

  • Potential Bonus
Upon qualifications you may be able to earn a bonus on the money that is being moved from 10% to 20%.

Put a G.R.I.P on your money where you get guarantees using the indexed growth. No penalties or fees for rolling money over

Did you know...

The Greatest Wealth Transfer in History Is Happening Right Now?

medrano.danielle94@gmail.com

Email

Las Cruces, NM 88001

Location

+1 (505) 686-2631

Phone

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Danielle M. Medrano

Licensed Financial Professional

NPN: 20721781

© 2025 Landingi. All rights reserved.

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Danielle Medrano is a licensed insurance professional and financial educator. As such, her role is to educate individuals on the financial strategies and insurance options that some people choose to use, how those strategies generally work, and why they may be appropriate in certain situations. All decisions are ultimately made by the client after considering their personal goals, risk tolerance, and guidance from their tax or legal advisors. Insurance products are subject to underwriting, policy terms, conditions, limitations, and exclusions. Guarantees are backed by the claims-paying ability of the issuing insurance carrier.

Professional Disclosure