Assurity National, Inc.
Assurity National Incorporated is a national Financial Services firm based in Beverly Hills, California.
The owner and founder, Gregory S. Pavlidis has been serving southern California for close to a decade. The company continues to use his innovative and creative techniques to leverage and maximize assets through the use of Life Insurance and Annuities. They are a special asset class which are given favorable tax treatment in the IRS code. That is one of the many reasons that Life Insurance and Annuities have been considered a valued asset in every financial plan. The built in guarantees make them even more important in today's economy. Liquidity. Safety. Rate of Return. That is what Assurity National, Inc. stands for.
WHY CHOOSE US
While no one could have had a crystal ball about the magnitude of what came to pass this past year, one thing can be said for certain, of the clients he was able to service, not one of Gregory's clients lost a dime. Over the past six years, as he saw the bubble building, he helped his clients protect the equity in their homes against market risk, and rolled over their old qualified plans into safe fixed accounts that participate in market gains, without the losses. From those with modest means, to high net worth individuals and corporations, all their assets were protected and optimized even through these unprecedented times. Gregory believes in the power of information, he does not just manage his client's accounts he teaches them how their money works and why it is best placed in one vehicle or another.
You need to ask yourself three questions: 1. Did I lose money in the recent or distant past ? 2. Do I want to get it back in the safest, most efficient way possible ? 3. Do I want to mitigate future taxation of my assets and income ? If you answered "yes" to any or all of these questions, Gregory will be happy to teach you how money works and put together a strategy that will accomplish your goals.
He specializes in helping people optimize assets, enhance net worth, set up instant estates and minimize or eliminate taxes on distribution when retirement comes. Gregory knows that the best ideas, the best plans and the best things in life are the simple ones. Let him help you realize your money's potential and walk with you through a financial path made just for you.
Assurity National, Inc. is an A+ member of the Better Business Bureau.