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This Material was created by Forfield, Inc. and used here by Longs Peak Financial with the permission of Forfield. Forfield Inc. is not affiliated with OneAmerica Securities, nor any other member of the OneAmerica Companies.

Specific legal advice surrounding an estate plan as well as the drafting of all legal documents must be done by a licensed attorney. All clients are strongly encouraged to seek the advice of an attorney specializing in estate planning matters.

Suggested Books


LEAP,
Lifetime Economic Acceleration Process; The Key to Financial Success

by Robert Castiglione

The Economics
of Life Insurance

by Solomon Huebner 
from LEAP SYSTEMS Inc.

 

The One Minute Millionaire
By Robert G. Allen

 

The Smartest Investment
Book You'll Ever Read

Daniel R. Solin

Registered representatives of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 6995 Union Park Center, Suite 190 Cottonwood Heights UT 801-676-1500. Insurance representative of American United Life Insurance Company® (AUL) and of other insurance companies. Longs Peak Financial is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

Longs Peak Financial has representatives who are licensed and authorized to conduct life insurance business in AZ, CO, Ml and WY. Longs Peak Financial also has representatives who are licensed and authorized to do conduct securities related business in CO, TN and WV. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Neither OneAmerica Securities, AUL, Longs Peak Financial, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

 

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