(469) 742-0283 -- https://www.mckinneytax.com/insservic... This video goes into examples of fictional people's financial situations and how & why a universal life insurance policy might be a good fit for their overall financial, retirement and estate planning situation.


0:00 Three kinds of people for retirement planning
0:30 Traditional two kinds of different kinds of financial and retirement planning
0:47 Possible benefits of index universal life (IUL) policies
1:16 Possible compounding interest benefits



If you are interested in learning more if a universal life insurance policy is a possible fit for your specific financial, retirement and estate plan then in Texas then you are welcome to schedule a consultation with John Harman CPA PLLC. The office serves the entire State of Texas and is located at:


1402 S. Custer Road
Suite 102
McKinney, TX 75072
Phone: (469) 742-0283
(conveniently located to those who live or work in McKinney, Allen, Anna, Celina, Fairview, Frisco, Melissa, Plano, Prosper and nearby North Dallas communities).

Latitude: 33.191270
Longitude: -96.733580



*** Firm is now known as Harman Crowell Dias CPAs PLLC. Same staff and address location and website and phone number -- just a firm name change after promoting new partners. Here are the links:
https://texas-biz.com/co/harman-crowe...
https://www.mckinneychamber.com/list/...

Map link: https://goo.gl/maps/aoyZSzGnfnt86RaL8