In this episode myself, Gordon Chavez and Rubit Ramos introduced a special guest and fellow associate who is not only a life insurance agent, but has 21 professional years as a tax advisor. We conduct a Q&A on multiple tax topics considering tax season is right around the corner. The questions are listed below...

1. What is the difference between tax credits and tax deductions?

2. Does the presidential campaign affect my tax refund?

3. What are tax strategies?

4. Should you file your tax return even when you are not required?

5. What is the difference between taxi vision and tax avoidance?

6. Why should I be concerned about taxes when it comes to insurance products?

7. For entrepreneurs, when is an LLC appropriate and when it is an S Corp. appropriate?

8. What is the corporate transparency act and why is it a new requirement for business entities?

Please r reach out if you have any questions regarding the topics listed above.

tiktok.com/@dolla_sign_dani

tiktok.com/@gordon.chavez

TikTok.com/@rubitramos_

www.wewishyouwealth.com

In this episode, myself (Dani Sommer) Gordon Chavez and Rubit Ramos discuss gratitude and how money is not the only thing in this life that makes you wealthy.

In this episode myself (Dani), Gordon Chavez and Rubit Ramos explore how to determine how much life insurance you may need by utilizing the D.I.M.E. method.

*D- Death & Debts

*I- Income Replacement

*M- Mortgage

*E- Education

Please reach out if you have any questions as we would love to educate and help you determine how much coverage you need.

We can also be contacted at the links below:

tiktok.com/@dolla_sign_dani

tiktok.com/@gordon.chavez

tiktok.com/@rubitramos760

In this episode we discuss what IUL stands for, how soon someone can start and IUL, why more people don't know about this product, how it works (ie. premium, costs and fees, accumulation loan options, tax codes, lifetime income, and the 4 tenants to look for and ask questions about when speaking with your agent). Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below. 

⁠www.tiktok.com/@dolla_sign_dani⁠
⁠www.tiktok.com/@gordon.chavez⁠
⁠www.tiktok.com/@rubitramos760⁠

from
inquiries

⁠www.wewishyouwealth.com⁠

In this Episode we discuss the power and importance of Life Insurance with Living Benefits! Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos (who unfortunately was unavailable for this episode). We can be found on TIK TOK under the user names listed below with any questions or inquiries you may have to gain more information! 

⁠www.tiktok.com/@dolla_sign_dani⁠
⁠www.tiktok.com/@gordon.chavez⁠
⁠www.tiktok.com/@rubitramos760⁠

Please

⁠www.wewishyouwealth.com⁠

In this Episode we discuss the multiple reasons why life insurance is so beneficial. Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below. 

⁠www.tiktok.com/@dolla_sign_dani⁠
⁠www.tiktok.com/@gordon.chavez⁠

⁠www.tiktok.com/@rubitramos760⁠

⁠www.wewishyouwealth.com⁠

In this Episode we introduce ourselves and what we hope to educate our listeners about. Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below.

www.tiktok.com/@dolla_sign_dani

www.tiktok.com/@gordon.chavez

www.tiktok.com/@rubitramos760

You can also subscribe to our YouTube channel by clicking the link below:

www.wewishyouwealth.com