Top Wealth Agenda is a financial firm based in Naples, FL, offering personalized financial solutions that prioritize safety, guarantee returns, provide tax advantages, and offer liquidity. With a focus on Bank on Yourself type whole life insurance policies, retirement solutions, estate planning, education solutions, charitable planning, qualified transfers and rollovers, business financing, real estate strategies, and life, disability, and long-term care insurance, Top Wealth Agenda helps individuals, families, and businesses achieve their financial goals and dreams without the risk and volatility of the stock market.
Under the leadership of President Marc Beshears, Top Wealth Agenda has helped clients build over $100 million of additional wealth through safe and proven financial strategies. As an Authorized Bank On Yourself Professional, Marc combines his expertise in the Infinite Banking Concept with his successful business experiences to help clients implement cash flow and debt management systems, as well as guaranteed lifetime income strategies, ensuring wealth is built safely and predictably. With a commitment to financial security and client satisfaction, Top Wealth Agenda is dedicated to providing families with the confidence and ability to enjoy life's opportunities without speculation.
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