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.

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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.

Start Smart

Apply Discipline

Communicate Progress

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life

Liquidity

Limited access to assets to meet life’s unexpected financial needs

Inflation

Reduction in real purchasing power as the result of increasing cost of living

Market

Unexpected reduction in the value of financial assets at the time of withdrawal

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of college education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase your or your loved one’s future retirement income with a tax-efficient, capital-leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of collect education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

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Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

  • Annual Review

  • Monthly Newsletter
  • Client Portal

  • Educational Events

  • Client Events
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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.

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Resources

Featured Financial Articles.

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