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Limited-time offer for new clients!

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.

Tailored Solutions for You

What to Expect

My goal is to help you gain clarity; there is no pressure and no obligation.

✔ A general idea of your financial goals

✔ Questions you'd like answered

How to prepare

We will Discuss

✔ Current financial goals & priorities

✔ Concerns or obstacles you're facing

The Greatest Wealth Transfer in History Is Happening Right Now?

Over the next 20 years, trillions of dollars will pass from one generation to the next.

The question is: will that money create security for your family — or stress, debt, and confusion?

Without the right plan, wealth disappears faster than people think.

The Problem

The Solution

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

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

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%
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%.

Guiding the Great Wealth Transfer

Asset Protection & Qualified Plan Rollovers

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

Did you know...

What Others Have to Say

Danielle was very thorough and efficient. She knows her stuff, and she made the process easy and painless. She is very pleasant and personable.

Golbou Ghassemieh

It was a pleasure speaking with Danielle M. Medrano today regarding my policy. I was happy that she went over what coverage I had and explained it in detail. Thank you for being patient and understanding with me!

Dana Hudson

Danielle Medrano was very professional. She went above and beyond presenting me with all the information needed. Helped make me feel comfortable and taken care of throughout the process.

Jo Bennion

I recently met Danielle Medrano, and from our first conversation it felt like I had known her for years. She is compassionate, knowledgeable, and genuinely invested in helping her clients work toward their financial goals - particularly when it comes to retirement planning. Danielle has a calm approachable way of communicating that makes complex financial topics easier to understand, and she creates an environment where people feel comfortable asking questions and engaging openly. I would confidently recommend her to anyone looking for thoughtful, client-centered financial guidance.

Wanda Butler

Danielle Lavallee Wasson

Danielle is brilliant! Her dedication to helping families improve their financial literacy and obtain life policies that make sense. Well worth booking a time with her.

© 2025 Landingi. All rights reserved.

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I am a licensed insurance professional and financial educator. I am not a legal, tax, or accounting advisor. Any information provided is for educational purposes only and should not be construed as legal or tax advice. My 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, if any, are backed by the claims-paying ability of the issuing insurance carrier.

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