Nadine Perez, Founder of NBP Insurance Services, Discusses Her Approach to Helping Her Clients with Financial Planning and Retirement Using Life Insurance
In the interview, she discusses topics including:
- How to send your kids to the school of their dreams without going broke
- How to triple your eligibility for aid
- How to find scholarships and grants you’ve never even heard of.
- Can I pass my retirement savings to my kids without having to pay taxes?
Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-nadine-perez-founder-of-nbp-insurance-services/
Perez stated, “Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.”
She continued, “We use proven finance strategies designed for safety to meet your growth goals while eliminating the risk of market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.”
About Nadine Perez
Nadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.
Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Sending your children to college is a cash flow and retirement problem. Health coverage and understanding Medicare and associated costs is a retirement problem; making sure you have guaranteed lifetime income is a retirement problem).
When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.
Learn More: https://nbpinsuranceservices.com/
Get on the calendar NOW at https://calendly.com/nadine-perez-agent/60min
