Solid Square

DEC. 2023 | Issue 01

Solid Square

The Visionary Wealth Insider

The official company newsletter of VIsionary Wealth Movement

Coworkers Discussing a Financial Plan
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More great stories inside:

Theres more to discover in Visionary Wealth

Your Roadmap to Financial Security

Written by Austin Talbert-Loving

Dear Visionaries,


America is known as a place where you can create your own success You've worked hard to achieve your success. But with great success comes great responsibility, especially when it comes to managing your finances. In this newsletter, we'll explore some of the top financial frustrations you may be facing, such as tax liabilities and market volatility, and offer solutions to help you achieve the peace of mind you deserve.


Securing Your Legacy:


Imagine a lifetime of hard work, sacrifice, and financial success. You've built a legacy, but the fear of losing it to unforeseen events or excessive taxes casts a shadow over your achievements. You worry about leaving your loved ones without a safety net.


Now, picture a different scenario. Our Index Universal Life Insurance (IUL) and Fixed Indexed Annuities (FIA) act as a fortress, protecting your wealth from unexpected crises. You can rest easy, knowing that your legacy is secure, and your family's future is bright.




Solid Square

Your Roadmap to Financial Security

Written by Austin Talbert-Loving

The Weight of Taxes:


Close your eyes and think about the stress that comes with each tax season. The hefty bills seem like an endless cycle, leaving little room for your dreams and desires. Financial freedom feels elusive.


With our products, the burden lifts. Imagine having more financial breathing room, the ability to invest in your passions, and a life that's not controlled by tax obligations. You see a future where taxes no longer dictate your choices.


Mitigating Market Volatility:

Imagine the rollercoaster ride of the stock market, where every twist and turn can leave you feeling uncertain and anxious. Market volatility is a common concern, and we understand the emotional toll it can take.

Just as you envision securing your legacy for your loved ones, we want you to visualize protecting it from the turbulence of the financial world. At Visionary Wealth, our expertise lies in providing you with a financial shield, like a sturdy fortress, against these market uncertainties.

Much like our Index Universal Life Insurance (IUL) and Fixed Indexed Annuities (FIA) act as a safeguard for your legacy, they also offer stability in a world of financial turbulence. We prioritize the protection and growth of your wealth, not through risky stock market ventures, but through guarantees that provide peace of mind.

Picture a future where market ups and downs no longer dictate your financial well-being. With us, you can navigate these turbulent times with confidence, knowing that your financial security remains unwavering, and your dreams are safeguarded.







Quotation Mark

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

~ Robert Kiyosaki

financial planning
Solid Square

DEC. 2023 | Issue 01

Solid Square

Your Roadmap to Financial Security

Written by Austin Talbert-Loving

Uncertain Retirement:


As retirement approaches, the uncertainty of financial readiness looms large. The fear of outliving your savings keeps you awake at night, making retirement a distant and anxious prospect.


Now, picture a retirement filled with confidence. Our Fixed Indexed Annuities guarantee a steady income stream. You visualize your golden years as a time of relaxation, travel, and cherished moments with loved ones, free from financial worries.


Protecting Loved Ones:


Envision the emotional turmoil of worrying about your family's future if something were to happen to you. The fear of leaving them in financial distress is overwhelming.


With our Index Universal Life Insurance (IUL), you find peace. You see your loved ones protected, able to heal and move forward without financial stress, knowing they have a financial safety net.





Taxes and financial planning
Quotation Mark

Protect what you've built and ensure your loved ones inherit a stable financial foundation.

Solid Square

Your Roadmap to Financial Security


The Ever-Changing Landscape:


Picture the frustration of navigating the constantly shifting financial world. It feels like trying to steer through turbulent waters without a reliable compass, leaving you feeling lost and vulnerable.


Our products become your financial anchor. Visualize confidently sailing through financial challenges, knowing that your investments and future are secure, regardless of market ups and downs.


Personalized Solutions:


Imagine a financial world where you're not trying to fit into someone else's shoes. Your unique financial situation requires a tailored approach, a plan that aligns perfectly with your needs and goals.


With us, you receive a bespoke financial solution, like a perfectly fitted suit. Visualize a plan that caters to your specific needs, ensuring your financial success and peace of mind.


Our products are the brushstrokes on the canvas of your financial future, painting a picture of security, confidence, and a life free from worry. Let us help you create this masterpiece of financial well-being.


At Visionary Wealth, we specialize in providing Indexed Universal Life Insurance, Fixed Indexed Annuities, Term Life Insurance, Final Expense, and Return of Premium Life Insurance Policies. Our solutions are tailored to your unique needs and goals, so you can rest easy knowing your financial future is in good hands.


Join our community of visionaries and let us help you take control of your financial future



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Quotation Mark

The goal of retirement is to live off your assets, not on them.


~ Suze Orman