Debt Action Plans

Reshape Your Financial Future

Unlock the Potential of Your Life Insurance With A Debt Action Plan

Our debt action plans introduce you to a strategic and highly effective method to ensure your life insurance doesn't just provide security for your loved ones after you're gone but becomes a powerful financial tool throughout your lifetime. We empower individuals to reshape their financial landscape, teaching them how to reallocate the money they're currently spending on bills in a smarter and more impactful way.

Imagine a world where your life insurance policy is not just a safety net but a dynamic resource for your financial goals. By leveraging participating whole life insurance, you can transform it into a personalized bank, unlocking the potential to pay off debts, boost retirement savings, and achieve financial milestones you never thought possible. Seize the opportunity to take control of your financial destiny with a concept that reshapes the way you view and utilize life insurance.

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Years in the Financial & Funeral Industries

Licensed to Sell Insurance & Annuities

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States Served Plus the District of Columbia

Certified Notary Public
State Of Florida

Explore Our FAQs

Access Tax-Free Cash From Your Policy While Alive and Earning Interest on the Money

Our debt action plans provide a unique opportunity to access Tax-Free Cash from your life insurance policy while you're alive. By strategically utilizing participating whole life insurance, you can tap into funds without incurring tax liabilities, offering a valuable source of liquidity to address outstanding debts.

Absolutely. One of the powerful aspects of our debt action plans is the ability to continuously earn interest on the money within your life insurance policy. This interest can be harnessed and strategically employed to accelerate debt repayment or boost retirement, providing an efficient and proactive approach to achieving financial freedom.

Our plans enhance the benefits of your policy, ensuring that it provides  financial security for you and your loved ones while also serving your current financial goals.

However, it is important to note that anything you wind up owing will eventually be taken from the death benefit.

Testimonials

With Us, Your Financial Future Is in Trusted Hands

Our team of dedicated professionals brings a wealth of experience in financial planning and insurance services. Whether you're safeguarding your family's future with life insurance, planning for retirement, or seeking strategies to manage debt, we're here to lead the way.

Square One Financial Group's approach to life insurance is exceptional. They understood my needs and provided a policy that's perfect for my family.

Federico R.

Client

I had a fantastic experience with Square One's annuity solutions. Their team guided me through the process, helping me choose the right plan for my retirement goals. Their funeral funding plan was thorough and gave us comfort in knowing our needs in the future are taken care of.

Ryan S.

Client

Square One Financial Group listened to my needs and provided a great policy. Their debt action plans are innovative, helping me pay off debts faster while saving for the future. A reliable and trustworthy financial partner!

Philip W.

Client

I'm incredibly satisfied with Square One's life insurance offerings. They tailored a policy to my specific needs, providing comprehensive coverage for my family. Their annuity expertise ensured a stable income for my retirement years. Knowledgeable and amazing customer service!

Keyla D.

Client

I wasn't sure about pre-planning my own funeral. However, after talking with Mark at Square One Financial Group, I realized just how important and easy it would be. Mark's guidance helped me understand the benefits of planning ahead and alleviated my concerns about the process.

Brandon O.

Client

I was previously unfamiliar with beneficiary liquidity plans. After a discussion with Square One Financial Group, I recognized it as an appropriate choice for me and my family, especially considering our need for financial stability. I would recommend them to anyone seeking guidance.

John M.

Client

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Use Your Life Insurance as a Tool to Reduce Your Debt

Did you know there are numerous ways to get access to Tax-Free Cash from your policy while you're alive?  Intrigued and curious about these innovative financial strategies? Get in touch now!