Safe Money Assets - 214-524-2084 - Growing Your Money Safely with Annuities
 
"As you stand at the foot of the stairway to success, it is your choice whether you step up those stairs or stare up those steps!"
- Zig Ziglar
 
 

At Work for You

Paul Piche - Licensed for Texas

B.S., Economics, 1974; at work continuously in the insurance industry since 1977.

  • Specializing in a consultative approach to your money.
  • Expertise in the selection and use of annuity products for wealth accumulation and retirement income distribution.
  • Expertise in assessing the need, qualification for and uses of life insurance products across a wide spectrum of individual, family and business needs.

Society of Financial Services Professionals; member since 1981.

  • The Society is a professional organization whose members represent various disciplines servicing the public need for financial and estate planning advice, counsel and appropriate product placement.
  • The Society provides continuing educational opportunities to the membership and adheres to a strict Code of Ethics in all relationships with the insuring public.

Society of Financial Services Professionals; professional designations.

  • Chartered Life Underwriter (CLU): earned by completing a rigorous ten part course of studies covering all facets of annuities, life insurance and estate planning. Earned in 1981.
  • Chartered Financial Consultant (ChFC): earned by completing the CLU course work and additional course work in asset management, investments and financial planning. Earned in 1989.
  • Both designations are bestowed by the American College in Bryn Mawr, Pennsylvania.

Appointed with various top quality insurance companies offering the market leading annuity and life insurance products.

 

Email Safe Money Assets Safe Money Assets Main Safe Money Assets Brochure- PDF format Annunity Advantages Estate Advantages SMA Services SMA Product Offerings Consultation Request Contact Safe Money Assets About Safe Money Assets, Paul Piche SMA Brokerage