Complimentary Analysis & Review of Life Insurance
Save Money or Increase Benefits for No Additional Costs - Get Started!
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It's Important to Review Your Policy Every 3-5 Years Because...
- Potential for underfunded policies.
- State and federal tax law changes.
- Risk of policy lapsing.
- Beneficiary and benefit review.
- New efficiencies in product pricing.
- Loans, withdrawals, or other policy changes.
About Your Wealth Coach, Bill Constain
As an independent financial advisor and an active member of the community, Bill Constain, President and Owner of Freedom Wealth Services, is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.
For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
The concept behind his planning is simple; educate and coach clients to maximize their current lifestyle while creating and passing on a legacy. This is accomplished by avoiding common financial mistakes and customizing financial and legacy strategies. In summary, Bill helps people find the money and create financial peace of mind.
Read What Others Are Saying About This Service...
"I thought I had a whole life policy. They did a policy review at no cost and found out it was a whole life TERM policy and expiring in one year! They were able to convert my old policy and saved me thousands. Thank you so much!"
Mary Portfield - Jacksonville Beach, FL
"I had no clue you're supposed to review life insurance policies at least every 3-5 years. When they approached me with this audit, I couldn't even tell them what policy I had! We determined that there was a better solution for me where I pay the same, but receive even more benefits!"
Gary Dumas - Lakeside, FL
"The form was super easy to complete and I received my report just a few weeks later. It turned out I only had a term policy which was expiring soon. We talked about the alternatives and I ended up going with an IUL...tax-deferred growth, tax-free income, and tax-free death benefit!?! Yes, please!"
Virginia Gebben - Palm Valley, FL
Simply Fill Out a One-Page Form & In Just a Few Short Weeks, You'll Receive a Report That...
- Gathers Data
- Compares Policy Performance
- Verifies Company Stability
- Verifies Ownership and Beneficiary Designations
- Reviews Health Rating
- Analyzes Marketplace
About Freedom Wealth Services
The Freedom Wealth Services is an independent financial advisory firm building brighter financial futures for individuals, families, and businesses. Whether it’s providing peace of mind when planning for retirement or educating business owners on tax saving measures, our mission is clear: provide the most comprehensive and unbiased information on wealth building strategies which allow each client to make clear and confident decisions; enabling them to achieve their financial goals.
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