Tony Lupina, Owner of Lupina Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance
Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services/
As the Insurance Industry continues to evolve with technology with new and better products for the present and the future, we are here to provide the best solutions for our clients’ needs. Lupina explained that ” Lupina Financial Services offers life insurance products that help you plan for the Future. Index Universal Life and Whole Life includes the Accelerated Living Benefit Rider for Chronic, Critical, and Terminal Illnesses. These Accelerated Living Benefit Riders can provide an unrestricted cash benefit in the event the insured is diagnosed with a qualifying illness. In some of these policies, you can accumulate Tax Deferred growth, increase accumulation amounts, and can have access to these values at any time without penalty, regardless of age. Long Term Care is another vehicle we utilize to assist our Clients.”
About Tony Lupina
Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and offers health and life insurance as well as Annuities. He moved to Tennessee, intending to retire, but he wanted to continue helping people protect and grow their wealth after a year and a half. Tony has six grown children, nine grandchildren, and one great-grandchild. Loves to cook and play golf besides helping people and businesses.
Contact Tony to learn more: (615) 801-3113 | lupinainsurance@gmail.com
Marketing, education, and general information purposes only. We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.
Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented herein.
Books and/or podcasts such as this are not impartial and are provided in connection with advertising and marketing of Tony Lupina services.
Tony Lupina does not provide investment, tax, or legal advice and nothing contained on this book or podcast should be construed as such. This is intended to provide general information.
Any accounting, business, or tax advice contained in this book/podcast, including articles and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion or specific advice, nor is it sufficient to avoid tax-related penalties. We are not liable for any action you take or fail to take based upon the information you received through these materials, and specifically, we are not liable for any losses you suffer as a result of any such action or inaction.