Agenda
  • Retirement Income Security: Discover how to create a stable, tax-efficient income stream that lasts throughout retirement.
  • Market Risk Protection: Learn strategies to protect your savings from market downturns while still benefiting from growth opportunities.
  • Tax-Efficient Planning: Understand how to minimize your tax burden now and in the future to keep more of your hard-earned money.
  • Indexed Universal Life (IUL): Explore how IUL can provide tax-free income and a secure financial future.
  • Legacy & Wealth Transfer: Ensure your loved ones benefit from a well-structured estate plan and financial security.
Presenter
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Ismael Harrison
Life Insurance Associate
Ismael Harrison is a dynamic new addition to Mark Falter’s team at Mid-American Wealth, bringing a wealth of experience and a deep commitment to empowering others. Having spent much of his adult life designing custom clothing for discerning clients on both the East and West Coasts, Ismael honed his craft by offering exceptional, tailored service to those who value individuality and excellence.

Now, as he embarks on this next chapter as a licensed life insurance associate, he is dedicated to helping people see that their ideal life is not a distant fantasy, but a tangible reality waiting to be shaped.

A cornerstone of his approach is estate and legacy planning, which he views as essential to ensuring his clients’ families thrive—morally, financially, and beyond—for generations to come.
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