YOUR TRUSTED PARTNER IN FINANCIAL GROWTH.
WHAT I DO
As a dedicated financial planner, I specialize in helping my clients achieve financial security and build wealth through a variety of strategic approaches. By leveraging innovative financial products and personalized planning, I provide tailored solutions that align with your financial goals and aspirations.
01
INFINITE
BANKING
Infinite Banking is a financial strategy that utilizes the cash value of whole life insurance policies to create a personal banking system, allowing policyholders to access capital through policy loans.
02
CASH VALUE
WHOLE LIFE
Cash value whole life insurance is a type of permanent life insurance that accumulates cash value over time, providing both a death benefit and a savings component that grows at a guaranteed rate.
03
FIXED INDEX
ANNUITIES
Fixed index annuities are financial products that offer a guaranteed minimum return while allowing potential growth based on the performance of a specified market index.
04
LIBA/LIRP
A LIRP/LIBA is a strategy that uses permanent cash value life insurance policies to build tax-advantaged retirement income through the policy's cash value growth and tax-free loans.
05
LONGTERM AND
DISABILITY CARE
Long-term and disability care solutions that ensure you and your loved ones are financially protected in the face of unexpected health challenges. I help secure your future and provide peace of mind.
MEET JARED
I’m Jared Aversano, born and raised in Long Island, NY, where I grew up in a family of self-employed real estate agents. After serving my country in the US Air Force, I followed in my family's footsteps and became a real estate agent, after which I founded several companies based in Long Island (Hence the name, Jared From LI) focused on an array of contracting services.
Today, I’ve transitioned into the financial planning industry and am now based in Miami, Florida.
My main focuses are on Infinite Banking through LIRP (Life Insurance Retirement Plan), Fixed Index Annuities, and Retirement Planning. I’m dedicated to helping my clients secure their financial futures. With my extensive background and commitment to service, I strive to be a trusted advisor in navigating the complexities of financial planning.