Life’s next adventure is waiting.
Start planning for your retirement with
Lifeline Insurance.
Life’s next adventure is waiting.
Start planning for your retirement with
Lifeline Insurance.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Lifeline Insurance is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Planning Process
Retire with Confidence.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
About
Doug Mclure
For more than 25 years Doug has worked with business owners as they strive to balance cash flow requirements with business operations while working through the costs and complexities of planning for their family’s security. He honed his skills by personally experiencing the challenges of life as a land developer, television station owner, and a specialist in helping “turn around” underperforming businesses. He understands the nuances of business and has been successful in creating strategies that work. Doug specializes in legacy shaping for individuals and since GIS’s founding in 2009, he has provided solutions for clients with estates that vary from $100,000 to $500,000,000. He is an independent broker representing a wide range of life insurance, annuities, and investment options.
Doug’s number one goal is to provide quality service to his clients as he guides them to a secure future for themselves and their families. Accomplishment of this goal takes time, trust, and in-depth understanding of his clients and their needs. He is committed to providing quality advice and plans that protect his clients, their families and their assets.
Doug is married with two children and 3 Grandchildren resides in Tucson, Arizona. He is committed to giving back to his community and volunteers with nonprofit organizations especially those that help the medically and socially disadvantaged. Doug has served on a variety of Boards of Directors, and provided stewardship and funding support where most needed.
Jay Clifford
Jay is a successful entrepreneur who understands how to build and protect the enterprise, and the personal wealth derived from the enterprise.
On the professional side, Jay’s experience spans decades in the broadcast industry and print media industry. His experience includes marketing, revenue, finance, and operations. He’s had first-hand experience at all levels of the organization chart, from salesman to pressman to senior leadership.
Regarding personal wealth management, Jay is a visionary in finding opportunities to increase wealth accumulation, seize tax advantages, and protect assets. He has significant experience as a Co-Trustee of his own family’s estate, touching on all aspects from estate planning to real estate to insurance planning and tax planning.
The cumulative effect of Jay’s experience and expertise is that he understands the issues our clients face, and empathizes with the myriad of challenges they deal with, both personal and financial. Jay has helped our clients increase shareholder value in closely held businesses, and strengthen personal and family estates through effective protect and grow strategies. Jay’s understanding and empathy translate into client solutions that are customized, innovative, and effective.
David Hermann
Whether it’s been working with clients, or teaching other advisers, the focus is always on financial planning and the value it brings. His clients like working with him through a planning lens where the focus isn’t on the products, and because of this, they are open to asking more questions and using his expertise, which allows him to do better work for them.
David prioritizes his clients’ satisfaction and limits his clientele to ensure that he can provide the level of service he’s known for.
So whether you’re in the wealth accumulation years of work, or the wealth distribution years of retirement, as he seeks to be your trusted financial partner, his goal is to simplify the process and provide the environment you need to focus on living your best life.
Resources
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