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Locality: Fresno, California

Phone: +1 951-587-1992



Address: 4781 N. Polk Avenue #133 93722 Fresno, CA, US

Website: www.equisfinancial.com

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Fresno Asset Protection 12.11.2020

Money means something different to every person. Often in the context of today it can mean taking care of the past, present or future. But once the future comes than you get to see how well your past choice has been made. Beginning with the end in mind or seeing your financial life in reverse is a perspective that few people practice. Where do you want to end up with your retirement is by in large based on understanding your future tax picture. To understand that you must look towards your future income needs and wants and have a future budget is the key. Remembering it is not what we make in our investments strategies but what we keep. Email me for a Free Income Plan for the future. [email protected]

Fresno Asset Protection 02.11.2020

New Rules on Life Insurance in California. In a recent conversation with a colleague she pointed out to me a major change in the way life Insurance Companies are responsible for paying death claims. To his credit, the new commissioner of Insurance, Dave Jones, enacted a law change that says that all life Insurance companies need to review the social security Death Index each month to see if any of their current policy holders are listed have died in the last month. If in fac...t they have then a letter is generated and sent out to the surviving beneficiaries. Up until January of 2017 it was left up to the beneficiaries to file a claim for a deceased person. So from a consumer protection stand point it has been a fantastic change. Many more individuals will receive the benefits that were intended for them and less need for missed benefits. Please email me at [email protected] or call 951-587-1992 if you have Life Insurance questions. Thanks, John Urich

Fresno Asset Protection 27.10.2020

I experienced a miracle today. When I went to bed last night my thoughts were on many concerns I have right now. Most of which is financial. But I have learned over many years there is a spiritual side to all things. And as I tossed and turned last night thinking about many facets of my financial picture I woke up exhausted from very little sleep. I was determined to stay home and rest in bed versus going to church. Again my mind ponder the consequences of missing out on par...ticipating in the Sacrament service of my church. Where I have felt many times before the spirit of truth and testimony that lifted my burden of financial stress. I can t explain to you how it works other than on obedience for attending with a desire and hope that my burden would be lifted. No other action am I aware of could cause this miracle. I am grateful to know such relief is available in these troubled times and ones burdens can be lifted to experience joy after such a ruff night. Modern miracles do exist! See more

Fresno Asset Protection 22.10.2020

Today I filed my taxes with Turbo Tax it was quick and simple to use. Turbo Tax takes the mystery out of filing your tax return. The questions that are asked about your particular filing help you to better file and have a more complete return. Not to mention you get more money back. So go to https://share.turbotax.intuit.com/s/jrurich and get your taxes completed for little or no cost.

Fresno Asset Protection 20.10.2020

What if you could be free financially today? What would be your first priority? Travel, Give to a cause your time, Spend time serving your family or neighbor, Contribute to your community? Being financially free is a thought and then it is created by action. But what actions do you need in order to create financial freedom? What must you think in order to be financially free? Most think it has to do with money, I'm here to tell you it doesn't. Money is the result of service but financial freedom or independence is a thought process that can only be learned by following a system. Join me tonight at 5pm PST to hear from a gentleman who can teach you how to be thinking like a financially free person. Email me at [email protected] to get an invite this 1 hour event that will change the way you think. Be in tune!

Fresno Asset Protection 03.10.2020

Can Life Insurance really build my retirement? The answer is Yes! There are 3 main ways that Life Insurance can build and support your retirement. #1 Life Insurance can fund your income with Tax Free Income from the policy. You are allowed the opportunity to take income from your policy and not count it on your taxes. #2 If you have a pension with your company you work with then you can choose to take a higher pay out on your pension options with the right amount of Life In...surance in force. #3 Life Insurance can provide a living benefit now that allows you to protect your income and assets from the high cost or disability or Critical Illness. 60% of foreclosures are the result of Critical Illness. So Life Insurance can do a lot to help you with Income protection and Increasing your income. If you want to know reach out to me for a FREE consultation. John Urich

Fresno Asset Protection 25.09.2020

Would you like to have the opportunity to compete with big Business without having to create more overhead? Have the resources that a big business has like: Controlling the Sales Interview Developing Your Network Sell without Selling Overcoming Objections... Negotiation Networking to Grow E-Commerce Best Practices Building a Brand Online Video Email Marketing Mixers and Networking Creating Your Message Social Media Facebook Take some time and view the www.gosmallbiz.com website and see the many resources available to business owners. See more