Ana Zamora

Business Planning

Employee Benefits

  • Group Health
  • Group Life
  • Group Disability
  • Group Long Term Care
Business Continuation

Business Continuation

  • Disability Overhead Expense
  • Key Person Life
  • Key Person Disability
  • Buy-Sell Funding
  • Disability Buy-Out
Business Continuation
Deferred Compensation

Deferred Compensation

  • Non-Qualified Planning
  • 401(k)
  • Simple IRA
  • SEP IRA
  • 412i (defined benefit)

Personal Planning

Insurance

  • Life
  • Disability
  • Long Term Care
  • Critical Illness
Insurance
Investments

Investments

  • IRA (Traditional/ Roth)
  • Annuity (Fixed/ Variable)
  • 529 College Savings
  • Personal Accounts
Investments
Needs Analysis

Needs Analysis

  • Retirement
  • Survivorship
  • Education
  • Asset Allocation
  • Estate

LETS GET STARTED

SUBMIT

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC.

SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance services offered through Ana Zamora Financial Strategies. 954-633-2410

This communication is strictly intended for individuals residing in the states of FL, LA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Check the background of your investment professional