JCI Financial- Fort Wayne, IN

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Jocelyn Ivancic
Phone: 1-844-744-4331

Jocelyn Ivancic, Indiana Financial Planner
JCI Financial Inc
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact

WATCH OUR RETIREMENT EDUCATIONAL VIDEOS


Learn The Basics: Fixed Index Annuities 101

​Learn About:
  • Benefit from market gains without any of the market risk
  • ​How fixed annuities work, such as how they earn interest
  • Provide income you cannot outlive
  • Protect your principal from loss
  • Provide a reasonable rate of return
Watch video

The CD Alternative ... learn why MYGAs may be a better option for your money

Watch this video to learn about:
  • How MYGAs and Certificates of Deposits (CDs) work
  • Why MYGAs typically have double the interest rates of CDs
  • The tax benefits of MYGAs vs CDs
  • Why MYGAs are considered to be a Safe Money Places financial product
Watch video

The Personal Pension Plan

​Learn About:
  • Why your retirement needs may have changed over the years 
  • What the "3-Legged Financial Stool" concept is and how it works 
  • How to determine your current and/or future retirement income needs 
  • The difference between essential and discretionary income 
  • How to create your own Personal Pension Plan for retirement
Watch video

Learn how Wealth Transfer works and protects your heirs from the tax time bomb

​
​Watch this video to learn about:
  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The "tax time bomb" and how it affects your heirs' taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate
Watch video

Joint First To Die Life Insurance
​
​Learn About:
  • Why most couples need more life insurance coverage
  • The importance of protecting the surviving spouse
  • Why Joint First To Die Life Insurance is typically less expensive than purchasing 2 separate life insurance policies
  • How it works and the benefits Joint Life provides
  • Why this policy works for most married couples at any stage of their lives
Watch video
CONTACT INFO:
Office Address:
Jocelyn Ivancic
JCI Financial, Inc.
213 Corner Stone Parkway
Fort Wayne, IN 46825

Contact Info:
Office: 260-489-5500
Cell: 260-433-9991
Toll Free: 1-844-744-4331
Fax: 260-739-6888
Request consultation
DISCLAIMER:
JCI Financial, Inc. does not warrant anything on this website, although we hope everything is accurate. We do not provide legal or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with JCI Financial, Inc. or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:

JCI Financial, Inc.​ provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
© 2016 - 2018  JCI Financial, Inc.
 
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact