Learn about our savings and investment plans

At Dulcinea Insurance we work with the best savings and investment plans in Florida. You can grow your money with different forms of investment and savings.

Life insurance with savings or universal

Life insurance with capitalization or accumulation is one of the most effective ways to make tax-free savings for retirement. They have a very positive aspect, in addition: they link the protection of life insurance with a savings account that grows over time with compound interests.

In our agency we will show you all the life insurance options with savings that you can contract in Florida and Texas.

Individual retirement account (IRA)

IRA is one of the most used ways to establish savings for retirement. With these individual savings accounts you can achieve a considerable growth of your money over time.

Once you have this, the government should charge you some taxes. In our agency you can get all its variants.

401K

This form of savings is the most used by employers to offer their employees savings benefits. In other words, the 401K can only be obtained by managing your employment.

At Dulcinea Insurance we will help you make the necessary distributions to prevent the IRS from charging you high taxes for withdrawing your money.

Annuities

Annuities are other of the saving variants that life insurance companies give. With these, you achieve a growth of your money with medium and high interest. It depends on the risks that you are willing to take.

Like any investment in the United States, your profits are taxable. At Dulcinea Insurance we work with all types of annuities.

Mutual Funds

This form of savings is the most used by employers to offer their employees savings benefits. In other words, the 401K can only be obtained by managing your employment.

At Dulcinea Insurance we will help you make the necessary distributions to prevent the IRS from charging you high taxes for withdrawing your money.

Investments in the market

Investments in the market have generated the paradigm that they are made for rich people with high financial knowledge. However, there are simple ways that you can invest your money in the market.

Remember that risk factors, interest, taxes should always be taken into consideration when making investments. Dulcinea Insurance has several trained investors to help you understand the process.

+1 (786) 910-9487