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(561) 729-2778

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  • Home
  • Retirement Round Table
  • Reserve Your Spot
  • The Mindie Molina Show
  • Apply to Retire
  • 401k Management
    • 401(k), 403(b), 457
    • SDBA
    • For Company Plans
    • FRS
  • Investments
  • Insurance
    • Annuity Refinance
    • IUL
    • Long Term Care
    • Infinite Banking
    • Lifetime Income Annuity
    • Medicare
    • Key Man Life Insurance

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index universal life

Index Universal Life aka IUL explained. 


The starting point for investing and building personal wealth, retirement security, disability or long term care coverage, and generational wealth. 


The biggest bang for your buck and tax freedom as well. 

Tony Lombardo | Senior Vice President | IUL Division

Tony Lombardo

With over 20 years of experience in the insurance industry, Tony Lombardo stands out as a seasoned leader in the field of investment and insurance planning. As the Senior Vice President of the Index Universal Life Insurance Division at Mindie Molina Investments and Insurance, Tony combines his extensive knowledge with a passion for helping clients secure their financial futures.

A licensed insurance agent in multiple states, Tony has built a reputation for excellence by collaborating with top-rated insurance companies to provide comprehensive and tailored coverage solutions. His expertise lies in Index Universal Life Insurance, where he leverages innovative strategies to maximize client benefits while minimizing risks.

Tony's commitment to education and transparency ensures that clients are well-informed and confident in their insurance decisions. He believes in fostering long-lasting relationships based on trust and integrity, making him a valued partner for individuals and families seeking reliable insurance planning.

At Mindie Molina Investments and Insurance, Tony is dedicated to leading the Index Universal Life Insurance Division with a focus on strategic growth and exceptional service, reinforcing the company’s position as a leader in investment and insurance planning.

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Have peace of mind in your investment plans

It is never too early to get started on your investment plans. Tell our fiduciary investment advisors more about your goals, and we will get you started on a plan to achieve them.

Mindie Molina Investments and Insurance

2081 Southeast Ocean Boulevard, Stuart, Florida 34996, United States

(772) 362-5872

Hours

Open today

09:00 am – 05:00 pm

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


Insurance products and services are offered and sold through individually licensed and appointed insurance agents through Mindie Molina Investments and Insurance, Inc. 


Insurance products and services are offered and sold through Mindie Molina Investments and Insurance, Inc.. Mindie Molina Investments and Insurance, Inc. and Mindie Molina Investments, LLC. are not affiliated.


Mindie Molina Investments, LLC.  is a registered investment adviser located in Stuart, Florida. Mindie Molina Investments, LLC. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.

For information pertaining to the registration status of Mindie Molina Investments, LLC., please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Mindie Molina, LLC,  directly upon written request. While Mindie Molina, LLC has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

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