Jonathan Guzman

XSOF

Jonathan Guzman is a state appointed insurance and retirement income agent with over 7 years of experience in Life insurance and Tax Free Retirement income planning. "I offer services from 20+ A rated financial institutions, which allows me to shop around for you to make sure you have the best rates on A reliable & tax advantaged program that can truly protect your family , your estate, your income and your long term quality of life!" Contact me today for a free quote. Call / Text 484-855-8910

Contact Info
Jonathan Guzman XSOF
(800) 893-1527
Resident license: Pennsylvania
Licensed states:
California Florida Georgia New Jersey Pennsylvania Texas
Recommendations
9
  • Knowledgable and sincerely cares

    Jeanette Vazquez
  • Great person and loves what his does! He endeavors to find out what people truly need and does everything he can to make it happen!

    Amy M
  • Dedicated young man with plenty of goals in his mind, and the willingness to succeed, and help others succeed as well.

    Octavio V
  • You could not be in better hands with Mr Guzman. The level of professionalism and trust that he provides will guarantee that your family has the most protection in the event of any life altering situation. I highly recommend him to anyone!

    Leslie H.
  • I would recommend Jonathan as an astute retirement specialist who cares and takes the time to understand your families goals and how to obtain them.

    Pharoah Jefferson
  • Jonathan truly is passionate about what he does. He takes the time to understand his clients and cater to their needs. I personally will only use Jonathan for my insurance needs and no one else. Trust is hard to come by these days and Jonathan is someone I put all my trust int o because I know his recommendations are solely based off off my needs.

    Lynette S.
  • Jonathan is one the most financially literate individuals I know. Whether is helping you with retirement planning or protection of assets through life insurance, I would definitely recommend him to anyone that is looking to better protect their families financial future.

    Kahlil L
  • The prices were great, but this gentleman‚Äôs class is why I bought. He is a good guy all around! Highly reccomended

    Cindy Harold
  • Very professional, and truly cares about his clients needs. I can‚Äôt thank him enough for what he was able to do for our family. He is very skilled at what he does, and always looks out for his client.

    Marie V
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Newsletter
ANNUITY
Does An Annuity Belong In Your Retirement Plan?
• 11 min read
An annuity is a stream of monthly income guaranteed for life, starting immediately or deferred to a specified time in the future, in exchange for an upfront lump sum payment. For example, a woman of 65 investing $500,000 can receive about $2,700 a mo...
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Newsletter
ANNUITY
Using Immediate Annuities for Retirement Income
• 11 min read
For a life-long stream of income, consider buying an immediate annuity. As the name suggests, with an immediate annuity you pay a lump-sum now and begin to receive a regular income stream right away. What’s more, today’s versions offer im...
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Newsletter
ANNUITY
What are the advantages of annuities?
• 11 min read
The biggest advantages annuities offer is that they allow you to sock away a larger amount of cash and defer paying taxes. Unlike other tax-deferred retirement accounts such as 401(k)s and IRAs, there is no annual contribution limit for an annuity....
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When do you plan on retiring? I often ask others this question during financial wellness workshops, webinars, and coaching sessions. Most people have at least a ballpark idea of when they would like to achieve a state of financial freedom where they...
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If you’re new to retirement, you can expect to make some mistakes. It’s all unexplored territory for you, after all, and you’ll have to figure out some things as you go. But you can learn a lot from the experiences of those who&rsq...
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In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning. This is also the same process that is taught to thousands of financ...
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Newsletter
LIFE
Why talk to millennials about life insurance?
• 11 min read
Author: Ashley Mehrer   Source SourceMedia  Retrieved from: /www.employeebenefitadviser.com FINRA Compliance Reviewed by Red Oak: 701018
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Newsletter
LIFE
Do stay-at-home spouses need life insurance?
• 11 min read
When it comes to life insurance, it’s really important that stay-at-home spouses are not left out. I’m not talking about working spouses including their stay-at-home husband or wife on their term life beneficiary form. I’m talking a...
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Newsletter
LIFE
Who needs to buy life insurance?
• 11 min read
American workers have gotten so used to getting free life insurance coverage as a benefit through their jobs that a growing number of them — especially young workers who have delayed starting families — aren’t bothering to go throug...
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Social Media
LIFE
Life Insurance For Those With Longevity
• 11 min read
As lifespans increase, what was once an afterthought begins to come to the fore. When it rains it pours. I have multiple cases on my desk now regarding age 100 and/or “endowment” issues. Also, recently a Wall Street Journal article addre...
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