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Rita Boccuzzi
Business Name:
Flourish
Business Description:
Through a unique combination of education and empowerment I help my clients make great financial decisions they can be confident with. I love helping my clients create their own S.W.A.N plan to Sleep Well At Night… knowing their retirement funds and families are guaranteed to be protected and safe.
How Business Creates Value:
Living Benefits are the cornerstone of the edge that Five Rings Financial provides for our clients. Most people purchase life insurance to provide a legacy of financial security at the time of their death. But doesn’t it make sense for the benefits to extend and be available for the difficult financial times they have to face if a chronic, critical or terminal illness precedes death? The industry calls the benefit an “Accelerated Death Benefit Rider.” We refer to it as real Living Benefits. Check out this fun video: https://goo.gl/MIfsCe
How Member Creates Value:
I am working to build business relationships and trusted referral partners by making connections with other business owners, entrepreneurs, and community leaders.

HOW I HELP MY CLIENTS

Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, I can help you create and enjoy the retirement of your dreams. Learn more or connect with me at flourish@ritaboccuzzi.com

Why Flourish with Rita Boccuzzi?

I enjoy teaching people that there are guaranteed, safe options for building and protecting their wealth and creating a lifetime income stream they can Never outlive. I also help my clients create a cash reserve they can access if they become ill. One that will insure their retirement savings and protect them from losing their home, their business or their assets.

Interests

  • Hiking, Reading

Languages

  • Italian

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