Britanie N. Page | Life and Annuity Insurance Agent
Britanie Nichole Page is the owner of BNP Financial. She is a licensed insurance agent and has been in the financial industry since 2014. Before starting her career, she received her Bachelor of Science Degree from Brigham Young University. After graduation, Britanie was mentored for over six years by a seasoned financial advisor, giving her hands-on experience with the intricacies of establishing and maintaining a healthy financial portfolio for individuals and families. With exceptional interpersonal skills, Britanie can ease the pressure and insecurities that most new retirees face when planning for and living in retirement. She can help decipher what is truly important, both short-term and long-term for her clients, and establish a plan that personally fits their needs.
Britanie lives just outside of Sacramento with her husband Collin. She enjoys being part of her community, where she volunteers with her local church group. During college, Britanie lived in South Korea, where she served as a volunteer missionary for the people there. She and her husband enjoy learning about cultures and languages, and enjoy traveling.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We Love To Meet New People!