About
ALEVO
About ALEVO Financial & Insurance Agency
At ALEVO Financial, we help retirees learn about ways to protect their savings using a specific retirement income strategies.
No matter what is happening in the market or the economy, you'll still need income. If the market fluctuates, which it tends to do, will that impact your retirement?
In many cases, it will. However, with the right tools as part of your strategy, you can gain a degree of safety that many other retirement income strategies would not offer. Your money can indeed be kept safe.
Mission
ALEVO's mission is to protect our customer's future with integrity, innovation, and exceptional service through
personalized insurance solutions.
Vision
To Impact 100,000 families by protecting our clients financial futures.
Core Values
Always Evolving
We believe in continuous learning and growth so our team and clients can reach their full potential.
Go Givers
We lead by giving value first. We educate and inform our clients before asking for their trust, because helping people make smart decisions is what matters most.
Trust
We build real relationships by doing what we say we'll do, being honest, and doing the right thing every time.
Commitment
We're dedicated to providing great financial solutions and solid support to help our clients and agents succeed.
Accountability
We own our actions, keep our word, and take care of what we've been given to make sure everyone succeeds.
Events
Always Evolving Insurance Agency
Contact Us
Email: [email protected]
CA Phone: +1 424-436-3963
ID Phone: +1 208-296-6058
Disclosure & Disclaimer
We are not affiliated with any educational or government agency. This material is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. We do not provide investment, tax, or legal advice. Always consult with your own qualified advisors regarding your individual situation. Insurance and annuity products are not suitable for everyone. They involve fees and charges, including potential surrender penalties. Optional benefits and riders may involve additional annual costs. Life insurance requires medical and often financial underwriting to qualify. Loans and withdrawals from life insurance policies reduce policy death benefits and cash values, and may cause the policy to lapse or require additional premiums to remain in-force. Annuity withdrawals are subject to ordinary income taxes, and may incur a 10% IRS penalty if taken before age 59½. Product features and availability vary by state. Fixed indexed life insurance and annuities are not direct investments in the stock market or any index. The interest credited may be linked to the performance of an external index, but the contract does not directly participate in any index or equity/fixed interest investments, nor are you buying shares in an index. Crediting is subject to limits set by the issuing company, such as caps, spreads, and participation rates. Long-term care riders on insurance or annuity products are not a replacement for traditional long-term care insurance. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing company. The offer and sale of insurance products may only occur in states where the agent is licensed and the product is approved for sale. Investment advice relating to securities may only be provided by a properly licensed individual through a licensed affiliate entity, unless otherwise exempt. Comments about past performance should not be construed as a guarantee or assurance of future results. This website may include concepts with legal, accounting, and tax implications. We do not provide specific legal or tax advice, nor do we promote, market, or recommend any tax plan or arrangement. Consult a qualified professional for guidance. No representation is made as to the accuracy or completeness of the information provided here or through any external links. Visiting this website does not create an agent-client relationship.
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