If the is answer is YES to both questions…
You are cordially invited to attend an educational presentation* over dinner (always our treat!) where we will discuss products that create a tax free* source of money for you and your family’s use, while at the same time leveraging your estate for potential Long Term Care needs, Tax-Free*!!
How to provide income tax-free* benefits
How to leave your beneficiaries tax-free* benefits
How to obtain Long Term Care with tax-free* benefits
Find out how one product may provide a strategy for tax-free* Liquidity, Long Term Care and Legacy
Get informed and learn about your options now.
*This insurance presentation will build on educational information provided to you in the past. Should you wish to refer your non-client friends let us know. Cash growth in a life product is tax deferred. Cash value will not decline due to market losses. Borrowing from a non-modified endowment contract is income tax free. Death benefit of a life product is income tax free. Full terms, riders, fees and eligibility available upon request. No products will be sold at this event, dinner is complementary and there is no obligation for a follow up appointment.
IMPORTANT CONSUMER INFORMATION By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. Insurance products and services are offered by Retirement Planners of Texas Insurance Group, Inc. TX Insurance Lic. # 2489780 and Jesse Dietz TX Insurance Lic. # 1387135. Jesse Dietz is also an Investment Advisory Representative and offers advisory services as Retirement Planners of Texas, LLC which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Retirement Planners of Texas Insurance Group, Inc. and GWM are not affiliated entities.