Gender

Female

Location

Victoria, TX

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

Group 1 Life and Health Insurance License--Texas Specialties Advocating for business owners to help them protect their business, their income, and the people that depend on them (family and employees); Showing you how to travel at the absolute lowest rates...guaranteed! Networking with passion and purpose to help others grow their businesses, connections, and reach their goals Financial Advocate American General Life and Accident Public Company; 5001-10,000 employees; Insurance industry August 2011 – Present (8 months) Victoria, Texas Area I help business owners, companies, families, and individuals manage risk in 3 key areas: taxation of retirement income, business succession, and asset preservation. I grow and protect your trifecta: your family and employees, your business, and your money/assets. ...If you, your children, or your grandchildren do not have a "bucket" of tax-free money to access during retirement years, you need to speak with me. Learn How to Earn Tax Free Interest and Withdraw Tax Free Income at Retirement http://webprez.com/4434/7 ...If you receive bonuses of more than $25k per year, you need to speak with me. ... If you are above the income range for Roth IRA contributions, you need to speak with me. ...If you are a business owner, you CERTAINLY need to speak with me. ...If you are not aware of the "Tax Triangle" and setting up 3 different buckets of money to access during retirement years in order to minimize your taxes, you DEFINITELY need to speak with me TODAY. ...If you are a business owner and have not set up a tax-deductible Executive Bonus Plan (Section 162 Plan) to retain key employees, you need to speak with me. Learn How to Convert Tax Deductible Corporate Dollars into Personal Tax Free Retirement Income http://webprez.com/4434/41 ...If you are a business owner with partners and have not set up a buy/sell agreement for your business, it is IMPERATIVE that you speak with me so you can set up funding options before death, disability, or dismantling the business happens. Learn How to Guarantee Ownership Transfers Among Business Partners http://webprez.com/4434/21 Teri has 1 recommendation (1 partner) including: 1st Chris Bogle, National Sales Director, Professional Markets, Regeneca Principal/Sales Executive The Moten Group/Moten Medical Consultants March 2010 – Present (2 years 1 month) www.motenmc.com We provide the following: 1) Tax Savings Specialist for Commercial Property Owners- using normal and acceptable practices in the tax code, I can help show you how to free up tens of thousands to hundreds of thousands of dollars in tax savings on your commercial property (Business

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