Sheridan W. Peil

Sheridan W. Peil

Field Agent

Arizona, Colorado, Montana, Nebraska, Wyoming

I transform visions into victories, one client at a time. Don't fear the unexpected. Prepare for it.

Sheridan Peil is your empathic shield in life’s unpredictable journey. With over a decade devoted to protecting folks. Sheridan intertwines compassion with expertise. From individuals to parents to seasoned business owners, Sheridan crafts personalized life insurance, offering not just financial security, but peace of mind. Beyond policies, he is a trusted confidant, navigating life’s uncertainties with you. In every policy, there’s a promise: “Your dreams matter, and so does the journey. Let’s secure today and build a resilient tomorrow together.”

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403(b) Plans

Section 403(b) Plans (Tax-Deferred or Tax-Sheltered Annuity Plans) What Is a Section 403(b) Plan? There are…

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Annual Gift Tax

What Is It? The gift tax annual exclusion is a planning tool that individuals can…

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Annuities

What Is a Deferred Annuity? An annuity is a contract under which an insurance company…

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Avoiding Probate

What Is It? A revocable living trust is a legal entity created by a person,…

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Business Owner Concerns & Obstacles

We specialize in helping business owners harness the earning potential of their enterprises to create…

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Businessopia

In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover…

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Bypass Trust

What Is a Bypass Trust? A bypass trust is a device used to minimize a…

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Coordinated Retirement Income Strategy (CRIS)

The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned…

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Depletion of Estate by Taxes & Costs

What’s Meant by Estate Depletion? The estates people leave for their heirs at death can…

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Disability Insurance

What Is Disability Income Insurance? Disability income insurance provides an income for an insured individual…

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Employee Retention/Key Person

Every business operating today has key people that help it remain successful and profitable. Although…

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Executive Bonus Plan

Executive bonus plans can provide key executives significant benefits on a tax-deductible basis for the…

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Financial Analysis for Estate Planning

Learn what is typically involved in financial analysis as part of a wealth management plan….

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Indexing vs Investing

Learn why indexing can be superior to investing.

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IRA & 401K

IRA What is the best accumulation vehicle to help supplement your retirement? Depends …Depends on…

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Life Insurance

What Needs Can Life Insurance Fulfill? When an individual dies, life insurance becomes an instant…

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Life Insurance Trust

What Is an Irrevocable Life Insurance Trust? An irrevocable trust is a trust in which…

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Long Term Care

What Is Long-Term Care? “Long-term care” refers to medical caregiving services provided as a result…

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Marital Deduction

What is the Marital Deduction? The marital deduction allows property to be transferred between spouses—either…

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Minimize Transfer Tax

What Are Transfer Taxes? Estate taxes are levied against an individual’s estate at death. The…

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Non-Qualified Deferred Compensation

A well-designed non-qualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who…

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Outlining the Problem

Learn about the challenges business owners face if they plan to sell their business.

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Role of the Insurance Broker in Exit Planning

Learn how our insurance specialists can assist in exit planning.

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Simplified Employee Pensions (SEP)

Simplified employee pension IRAs (commonly referred to as SEPs) allow employers to establish and fund…

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Social Security Maximization

When Should I Apply? There are a number of factors to consider when deciding including:…

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STOP – Solve the Owner’s Problems

Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek…

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