Risk Solutions

Retirement & College Planning

Emergency Fund Creation

CC Alexander is a financial professional with a holistic, family-centered approach, who was born and raised in Aurora Illinois and who has spent much of her career working for nonprofits or in an educational capacity, while also utilizing her skills in statistics, data reporting, and budget management. She has seen first hand the impact and the difference having a financial plan can make for both businesses and families. Visit the About section to learn more about who you're working with, and her motives for doing so.

Popular Plans & Selected Works

Mortgage Protection

Mortgage Protection is a type of financial product designed to protect the primary breadwinner in the event you experience Critical, Chronic, or Terminal Illness.

In the USA, the leading cause of home foreclosure is due to the primary breadwinner experiencing a significant illness.

Best suited for:

Homeowners with Mortgages: Although you do not need an active mortgage policy to qualify, individuals who have taken out a mortgage to purchase a home are the primary target market for mortgage protection insurance. This insurance helps ensure that the outstanding mortgage balance is paid off if the policyholder becomes ill or passes away.
Families with Dependents: Families with a Primary Breadwinner with dependents, such as spouses, children, or other family members who are unable to work full time, are more likely to consider mortgage protection insurance. This type of coverage can provide financial security for the entire family by protecting the family residence, whether you pay a mortgage or you rent.

Young Couples and Families: Individuals in the early stages of their careers, marriage, or starting a family may find mortgage protection insurance attractive. These individuals often have significant financial obligations, and ensuring the mortgage or rent is covered in the event of a premature death or illness can be a priority.
Single Parents: Single parents who are the sole breadwinners for their families may consider mortgage protection insurance to provide financial support for themselves and their children in the event of an illness.
Individuals with Health Concerns: People with pre-existing health conditions or concerns about their health may consider mortgage protection insurance as it often involves simplified underwriting, making it more accessible for those who may not qualify for traditional life insurance.
Individuals with Limited Savings: Homeowners who may not have substantial savings to cover the outstanding mortgage balance in the event of death may see mortgage protection insurance as a way to safeguard their family's financial future.

Equity Protection Explained

A Child's Guide to Protecting their Aging Parents' Home and Equity

Equity Protection.pdf

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Tax Free Retirement Planning

High Growth and Risk Free Retirement Strategies

Although there are a multitude of ways we can layer, bundle, or stack financial plans to achieve your unique investment goals, there's one kind of plan that's my personal favorite. This kind of plan is risk-free, meaning if the markets experience losses, you don't, and it comes with options to protect your health such as Long Term Care funds, Critical Chronic, and Terminal Illness benefits, and not to mention Infinite Banking and high accumulation rates!

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