We provide World-Class Training & Marketing platform... "Entrepreneur-in-a-Box"
We have been helping countless individuals and families achieve financial security.
Our licensed agents can create a tailored strategy to help you reach your financial freedom and focus on what’s important – creating a better life for you and your family. Our life insurance, retirement, and wealth building solutions can help you get there.
Stop dreaming and start achieving – Whether you are looking for a full-time venture or extra income on the side, our business opportunity allows you to build and expand your business to any size you want.
Services
Covering the Full Spectrum of Financial Services
Our Values
We Listen, Identify the problems, Review and Advise
Integrity
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Client Focus
We provide Solutions to Client based on three things 1.Need or Purpose, 2.Risk-Apetite and 3.Time-Horizon
Risk Management
We maximise the growth, minimise the risk and reduce the tax with focus on Capital preservation
Expertise
We have mentors and Coach who has more than 4 decades of experiences in Financial Industry
Why us?
Do you have any DREAMS We have the vehicle to realise your DREAMS
We are Transparent Like that. No Gimmicks.
Trusted partner
We offer a Hybrid Business Model to create your passive income We have taken the best from:
- Turnkey Marketing
- Ownership Marketing
- Corporate Systems
- Agency Systems
Testimonials
Client Experiences That Speak for Themselves.
“Rasdran Financial has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
Carlos Martines
MEX – CEO
“Partnering with Rasdran Financial was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
Kate Smith
Swirl – CEO & President
“I hired Rasdran Financial for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Rebecca Roy
H&N – CEO & President
Insights
Hear Directly
From Rasdran Financial Experts
FAQ
Financial Planing FAQ’s
Common questions on financial planning and investing
Why financial planning ?
Financial planning is a way to identify and understand the
- Financial Goals between now and rest of life
- Asset Diversification based on Suitability, Affordability and Long-term Planning
- Solutions based on Need, Risk and Time Horizon
- The Tax implications Now, During Retirement and Legacy Asset Transfer
- Are you on track to achieve your financial goals?
Do I need to do my Retirement Planning? Can I do it when I retire?
Retirement planning is way:
- To understand the Risk in Retirement : Market Risk, Inflation risk, Interest rate risk
- To see if you will outlive your money during retirement
- To Identify the need to have any Guaranteed Income Resources
- To Understand the Tax implications during retirement and during Legacy
- To understand the medical cost implications to your retirement savings So you should plan well in advance
Do I need to worry about Tax during Retirement and Legacy Asset Transfer?
- Income Tax rate is historically low now and Government debt is increasing. If you prepare now, you can overcome the challenges from increasing Tax Rate
- Qualified asset on Transfer will be taxed. Better diversification now will reduce the tax burden for the heirs
- Estate Tax exclusion is the highest now. If your assets are growing during retirement and if close to that exclusion limit, a well thought out Estate Planning strategy will reduce Estate tax, if any
I have a Will, Do I Need a Trust also?
WILL:
A will goes into effect only after Death. All assets/properties passes through the court process called Probate. Will allows to name a guardian for minor children TRUST: There are two types of Trust: Revocable and Irrevocable. A Trust (revocable) takes effect as soon as it is created. Assets under Trust bypass the court process, Probate. The Trust covers property that has been transferred to the trust. Also Trust can be used to plan for Disability or to provide for tax savings Irrevocable Trust protect from law suit and also can be used to avoid or reduce Estate Tax
Long Term Care
Long Term is the assistance that people with physical illness, a disability chronic conditions need to manage these six activities of daily living (ADL): Bathing, Toileting, Dressing, Eating, Transferring & Continence. Long term care also kicks in when there is Cognitive Impairment( such as Alzheimer’s disease)
Estate Planning
A good Estate Plan is more than just a will. It
- Coordinates how Investments and Insurance will be handled
- Manages Emergency, Retirement, and other assets
- Brings Peace of mind to your loved ones
- Keeps you on track to meet Financial Goals
Offering a system to build your business
Training, Coaching and Mentoring
World Class Training by successful Business owners
- Virtual Live Training Events
- Field Training
- Product Provider Training
- System Training
- Company Events
