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Sunshine Financial Solutions | Insurance, Retirement, College Funding and Business Solutions
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
      • Join Our Team
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment

Our Services:

Retirement
Insurance
Business Solutions
College Planning

Retirement

Insurance

Business Solutions

College Planning

Tax management - We provide a complete analysis of the potential estate and tax liability. Solutions to minimize this tax and conserve as much of your estate for your heirs and provide significant gifts to charitable organizations are provided.
Investment Management - We guide you in creating a diversified investment portfolio based on your personal asset allocation model, which measures your financial objectives and risk tolerance. Proper asset allocation is shown to provide over 90% of a portfolio’s performance. Monitoring the progress, providing you with regular reports and review meetings, ensures that you are aligned with your objectives.
Retirement Strategies -Providing solutions, implementation and service of cost effective retirement plans in order to attract, retain, reward and motivate productive employees.
Estate Conservation - With a team of specialists on your side to help you develop a comprehensive estate conservation plan.
Insurance and Annuity Products - We will determine your risk exposure and audit your existing insurance portfolio to provide expertise in determining the amount of coverage and type of insurance product. Competitiveness of the product and financial strength of the provider will be a priority.
Term Life Insurance - Term life insurance is the simplest type of life insurance protection you can buy, and generally has the lowest out-of-pocket cost to obtain death benefit protection for a short-term. Provides guaranteed death benefit protection with a level premium for 10-, 15- or 20-years. Can be converted to a permanent policy, even if your health deteriorates. Does not offer a savings component, cash accumulation or loan features.
Whole Life Insurance - Whole life insurance provides affordable permanent protection for your family and has a savings component that builds cash value. Provides a guaranteed death benefit to protect your family. Offers a guaranteed premium structure, which means your premiums will never increase, but may be reduced or eliminated. Builds cash value that can only increase over time. Offers dividends. When dividends are declared, they may be credited to your policy, further increasing the cash value and death benefit.
Indexed Universal Life Insurance - Protect loved ones with a Death Benefit (between a level or increasing amount) that your beneficiaries will receive income-tax free Accumulate cash value through interest-crediting by allocating premium among accounts linked to index performance Stay Flexible by using the cash value in your policy to take loans or withdrawals
Universal Life Insurance - A universal life (UL) insurance policy is more flexible than other permanent policies, so you can customize it to fit your lifestyle.
Variable Universal Life Insurance - Variable universal life insurance provides death benefit protection plus offers the opportunity to build cash value through a broad array of portfolios.
Long Term Care Insurance Policy - 
Long-term care insurance can cover home care, assisted living, adult daycare, respite care, hospice care, nursing home, Alzheimer's facilities, and home modification to accommodate disabilities.
Disability Insurance Coverage for individuals -  Individual policies are available for people in all types of occupations. Whether you're a doctor, cabinetmaker, executive, teacher or technician, your Sunshine Financial Representative can assist you with a disability income policy to meet your needs and budget.
Disability Insurance Coverage for Businesses - Business Overhead Expense (BOE) reimburses business owners for the expenses necessary to keep their company running upon the disability of any of the owners. Business Buy-Sell provides the funds to effect an orderly transfer of ownership in the event of a business co-owner's disability.

Let us show how we can deliver value to you and a future to look forward to. Reach out to us today to learn how!

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Location

1401 N University Dr. Ste 300
​Coral Springs, FL 33071

Phone: 561-609-2251
info@sfsfinancial.org
© 2022 Sunshine Financial Solutions of South Florida, Inc.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, member FINRA SIPC. Sunshine Financial Solutions of South Florida, Inc. is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individual tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, or Sunshine Financial Solutions of South Florida, Inc. provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company.
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
      • Join Our Team
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment