"At the crossroads of everything"

Supplemental Retirement & Premium Financing

 Kai-Zen is a superior way to informally fund Non-Qualified Deferred Compensation. By financing a life insurance policy as opposed to traditional investment alternatives, you get the added advantage of additional cash through the use of leverage, potential tax-deferred growth, protection benefits should something happen to the client or as an employee all without downside market risk.  
 

Fixed Index Annuities

 A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred interest rate annuities; however, with an index annuity, the annual growth is bench-marked to a stock market index (e.g., Nasdaq, NYSE, S&P500) rather than an interest rate 

Term & Indexed Universal Life

 Level Term or Level-Premium: Level term life insurance provides the insured with coverage for a specified period of time; the term may be one, five, 10, 20 years or longer. The premium is calculated based on the age and health of the insured


 An indexed universal life insurance policy gives the policy holder the opportunity to allocate cash value amounts to either a fixed account or an equity index account. Indexed policies offer a variety of popular indexes to choose from, such as the S&P 500 and the Nasdaq 100. 

Medicare Supplement Plans

 A Medicare Supplement Insurance (Medigap) policy, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles 

Global Medical Health Plans

 Global Medical Plan Benefits. International Health or Global Medical Plans offer comprehensive medical coverage for those living outside of their home country for a year or longer. The best plans offer: Freedom to choose any hospital, clinic or doctor. 

About Us

Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Contact Us

Global Financial NetworX

2 Enterprise Drive - Suite 303 Shelton, CT 06484

(203) 925-0606

Hours

Monday - Friday: 8am - 6pm

Saturday: By appointment

Sunday: Closed

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