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Jeremy Wassermann

Jeremy's passion in helping people achieve their goals is what drives his purpose in seeing his clients succeed. 

Accessibility and collaboration highlight Jeremy’s vision to be a resource to the community through cultivating relationships and idea sharing.  With a comprehensive outlook on personal finance, Jeremy helps navigate important personal finance decisions. Being able to see beyond the product as a solution is a core value in Jeremy's daily practice as a financial services professional.

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Jeremy has observed the shortfall of financial literacy provided to nurses and medical professionals, along with the number of hours that go into education and training. So he built a process that helps nurses and medical professionals prioritize their finances so they can continue Enhancing their life and so many more lives on a daily basis..

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 Implementing this proven and time-tested strategy to substantially grow your net worth. With The Life Enhancing System simplifying the process, helping clients keep more of their hard-earned money in their pocket. 

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Jeremy's vision goes beyond products as a solution and emphasizes that financial success focuses effectively on integrating and coordinating financial decisions.

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Jeremy has called Arizona home for 21 years.  He is an avid outdoorsmen and enjoys biking and hiking with his beautiful wife Jenn.

I help my clients to fully understand Life Insurance by explaining:

  1. Economic Life Value and Needs-Analysis (Family Security)

  2. Death Benefit as a Living Value (Asset Insurance)

  3. Use of Lost-Opportunity Cost (True Cost of Term Life Insurance)

  4. Term Life Insurance Versus Whole Life Insurance (Living Benefits of Whole Life)

  5. Waiver of Premium

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I help my clients to plan for their future by:

  1. Helping them understand the full benefits of Life Insurance

  2. Helping them understand how The Life Enhancing System will benefit them​

  3. Crafting a personalized plan that fits them and their family needs

  4. Meeting with them as often as they like to help guide them along the way

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