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S&G Gramby Business Services Insurance Agency. “We Care About You!” ™. S&G Gramby Business Services™ Insurance Agency “We Care About You!” ™. About Us Mission and Vision Strategic Partners The Need Exists PAL™ Plan Solutions Our Next Step.

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S g gramby business services insurance agency

S&G Gramby Business ServicesInsurance Agency

“We Care About You!”™


S g gramby business services insurance agency we care about you
S&G Gramby Business Services™ Insurance Agency“We Care About You!”™

  • About Us

  • Mission and Vision

  • Strategic Partners

  • The Need Exists

  • PAL™ Plan Solutions

  • Our Next Step


S g gramby business services insurance agency we care about you1
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™

  • We Are:

    • Licensed Insurance Professionals

    • Driven by Integrity and Trust

    • Over 50 years of combined business experience

    • Client first in approach

    • PAL™ Planning specialists


S g gramby business services insurance agency we care about you2
S&G Gramby Business Services Insurance Agency“We Care About You!”™

Our Mission

Is to Assist, Educate and Empower Families to be healthy and become financially free and achieve their goals.

Our Vision

Is to develop family specific, holistic financial plans, built upon Integrity & Trust, that will help to unify and increase wealth in every home.


S g gramby business services insurance agency we care about you3
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™

The 45 – Year Plan

95 percent of people spend up to 45 years of their live making the other 5 percent successful. They work a plan for someone else’s financial success – not their own!

For every 100 people who reach the age of 65…

1% Wealthy4% Financially Fit5% Still Working

28% Dead62% Flat Broke


S g gramby business services insurance agency we care about you4
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™

The 45 – Year Plan (cont.)

Your options to earn additional income:

* Working more hours

* Get a second job

* Own your own business

* Franchise

* Investments

* Inheritance

* Going back to school

* Lottery


S g gramby business services insurance agency we care about you strategic partners
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™Strategic Partners

AFLAC

AIG

Allianz

American Equity

Assurant Health

AVIVA

Blue Shield

Careington

Equity Trust

Fidelity Life

ForeThought

Genworth

Health Net

International Medical Group

Patriot Travel Medical Insurance

Global Medical Insurance

Integrity Life

ING

Kaiser Permanente

Lincoln Financial

LSW

MetLife

Midland National

Mutual of Omaha

National Guardian Life

Pre Paid Legal

Prudential Financial

Real Finance Solutions

RBC

SHARP Health Plan

United of Omaha Life

Welcome Funds

Western Health Advantage

Western Reserve Life


S g gramby business services insurance agency we care about you the need exists
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™ The Need Exists

Rule of 72

  • When you divide your current rate of return into 72, the result equals the approximate number of years it takes to double your money.

  • Example: 72 ÷7(% rate of return)=10.2 years. $20,000 should double to $40,000 in ten years.

    Doubles in 18 yrs. 12 yrs. 9yrs. 7.2yrs

    Age4%Age6% Age8%Age10%

    • $20,000 35 $20,000 35 $20,000 35 $20,000

      53 $40,000 47 $40,000 44 $40,000 42.2 $40,000

      71 $80,000 59 $80,000 53 $80,000 49.4 $80,000


S g gramby business services insurance agency we care about you the need exists1

Tax Today

Checking

Savings

CD’s

M/F

Stocks

Bonds

Treasuries

Tax Tomorrow

401(k)

403(b)

IRA/SEP-IRA

Annuities

Savings Bonds

S&G Gramby Business ServicesInsurance Agency“We Care About You!”™The Need Exists

  • Un Taxed

  • Roth IRA/401(k)

  • Cash Value Insurance


S g gramby business services insurance agency we care about you the need exists2
S&G Gramby Business ServicesInsurance AgencyWe Care About You!”™The Need Exists

  • Who would take care of your family if something happened to you?

  • What would your spouse have to do to maintain the current lifestyle?

  • What happens if you can’t work?

  • Do you have an emergency plan?

  • When do you want to retire? How much do you need?


S g gramby business services insurance agency we care about you pal plan solutions
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™PAL Plan™ Solutions

  • Personal Risk Protection

    • Get paid when you get hurt or sick

    • Protect against major medical expenses

    • Medicare Supplemental plans

    • Available guaranteed worksite benefits

    • Plans for groups of 2 people or more

    • Long Term Care plans


S g gramby business services insurance agency we care about you pal plan solutions1
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™PAL Plan™ Solutions

  • Asset Management Protection

    • Protect your family while you save and grow your money.

    • Butler and Maid protection

    • Safe, fixed retirement income guaranteed for life

    • 5-15% Bonus plans are available

    • Tax deferred and tax advantaged protection


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S&G Gramby Business ServicesInsurance Agency“We Care About You!”™PAL Plan™ Solutions

  • Legacy Protection

    • Protect your family against Death Taxes

    • Pass down your assets to your future generations, not the government

    • Keep the government out of your heir’s wallets

    • Put all your affairs in order


S g gramby business services insurance agency we care about you our next step
S&G Gramby Business ServicesInsurance Agency“We Care About You!”™Our Next Step

  • A conversation about your needs, wants and goals.

  • Complimentary evaluation of current policies

  • Schedule a follow up meeting, within the next couple of days.

  • Visit our website at www.sggrambybusinessservices.com

  • What are you waiting for? Something to happen?

    ‘It’s getting late. Do you know what your money is doing for you?’


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