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James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Home

The Trust Group Financial Services is simply a group of licensed professionals you can trust. The Trust Group is a registered insurance agency with The Florida Department of Financial Services and has been serving the Tampa Bay area since 1985. We specialize in estate planning, annuities, life insurance health insurance, disability income insurance, long term care insurance and income protection. Our goal for all of our clients is to PROTECT the maximum amount of wealth, GUARANTEE that wealth will meet your

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spicuzza, james

2435 US ●●●●●●●●UITE 135

HO●●AY , FL, 34691

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ja●●●@jamesspicuzza.com

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THE TRUST GROUP FINANCIAL SERVICES, INC.

spicuzza, james

2435 US ●●●●●●●●UITE 135

HO●●AY , FL, 34691

US

727-●●●●9465

ja●●●@jamesspicuzza.com

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THE TRUST GROUP FINANCIAL SERVICES, INC.

spicuzza, james

2435 US ●●●●●●●●UITE 135

HO●●AY , FL, 34691

US

727-●●●●9465

ja●●●@jamesspicuzza.com

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James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Home | jamesspicuzza.com Reviews

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The Trust Group Financial Services is simply a group of licensed professionals you can trust. The Trust Group is a registered insurance agency with The Florida Department of Financial Services and has been serving the Tampa Bay area since 1985. We specialize in estate planning, annuities, life insurance health insurance, disability income insurance, long term care insurance and income protection. Our goal for all of our clients is to PROTECT the maximum amount of wealth, GUARANTEE that wealth will meet your

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2 the trust group

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5 annuities in florida

6 annuity

7 best annuities

8 estate planning

9 last will and testament

10 living trust

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James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Home | jamesspicuzza.com Reviews

https://jamesspicuzza.com

The Trust Group Financial Services is simply a group of licensed professionals you can trust. The Trust Group is a registered insurance agency with The Florida Department of Financial Services and has been serving the Tampa Bay area since 1985. We specialize in estate planning, annuities, life insurance health insurance, disability income insurance, long term care insurance and income protection. Our goal for all of our clients is to PROTECT the maximum amount of wealth, GUARANTEE that wealth will meet your

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jamesspicuzza.com

1

James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Insurance

http://www.jamesspicuzza.com/insurance

Insurance is the foundation for every familys estate and financial plan. Click on the insurance links to get a more in depth look at the four major forms of insurance protection and how they can benefit you and your family. Integrity Is Its Own Reward. The Trust Group Financial Services. James M. Spicuzza. Dept of Financial Services License #L071918. 2435 U.S. Hwy 19 Suite 135. Holiday, Florida 34691.

2

James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Calculators

http://www.jamesspicuzza.com/calculators

With our financial calculators not only can you calculate certain financial situations, you can also create your own detailed PDF report. What Are The Tax Advantages Of An Annuity? What is the future value of a fixed annuity? Taxable Savings vs. Tax Deferred Savings? What is my current net worth? How Long To Double My Savings? How long will my savings last? How much will I need to save for retirement? What is my current year required minimum distribution? What is my potential estate tax liability?

3

James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Estate Planning

http://www.jamesspicuzza.com/estate_planning

This section is for informational purposes regarding Estate Planning and the benefits of a Revocable Trust versus the problems and costs of a Last Will and Testament, including the Probate Court System in general and the state of Florida, in particular. First lets define an Estate and Estate Planning. Is the total property, real and personal, owned by an. Trusts and wills coupled with. Annuities are common ways in which individuals transfer their wealth to their children. Trusts,. Who first educates clie...

4

James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Home

http://www.jamesspicuzza.com/home

Welcome to The Trust Group Financial Services, Inc. The Trust Group is simply a group of licensed professionals you can trust. The Trust Group is a registered insurance agency with The Florida Department of Financial Services and has been serving the Tampa Bay area since 1985. We specialize in estate planning, annuities, life insurance and income protection. We hope you will find the information on this website to be helpful for giving you a basic knowledge of estate and financial planning. However, ...

5

James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Annuities

http://www.jamesspicuzza.com/annuities

DID YOU KNOW ANNUITIES IN THE STATE OF FLORIDA ARE EXEMPT FROM LEGAL PROCESS? NO OTHER INVESTMENT VEHICLE IS EXEMPT Click Here for the Florida Statute. Wharton School of Business on Fixed Annuities. There is no asset category that outperformed them. We were extremely surprised, really just amazed,. Says David Babbel, professor emeritus of insurance and risk management at The Wharton School of Business, who conducted a study of fixed-index annuity returns beginning in 1995. Forbes Magazine June 5, 2009.

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James M. Spicuzza - The Trust Group - Estate Planning, Annuities, Life and Health Insurance - Home

Welcome to The Trust Group Financial Services, Inc. The Trust Group is simply a group of licensed professionals you can trust. The Trust Group is a registered insurance agency with The Florida Department of Financial Services and has been serving the Tampa Bay area since 1985. We specialize in estate planning, annuities, life insurance and income protection. We hope you will find the information on this website to be helpful for giving you a basic knowledge of estate and financial planning. However, ...

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