Bernadette Gomez Is Dedicated to Protecting Her Clients’ Wealth and Health
Partner content written by Bernadette Gomez
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Bernadette Gomez is the perfect example of someone who doesn’t quit until they have achieved their goals. She is the founder and CEO of Limitless Elite, a leading brokerage firm with more than 50 years of combined financial experience spanning real estate, insurance, finance and investments. Gomez focuses on providing her clients with a customized experience that helps protect their financial and physical health.
During her entrepreneurial journey, there was a point when she lost everything. Her house, her car and most of her belongings were either sold, repossessed or pawned for cash. Despite the struggle, Gomez kept pushing forward until she found her path to success.
To call her a businesswoman would be an understatement. Yes, for the last 12 years she has made her money helping small business owners and families preserve their assets by utilizing various financial products, but she believes there is much more to her life than making money.
“For us, it’s bigger than money,” Gomez says. “It’s an extension of gratitude to the universe and an act of loyalty to our customers. We confidently believe in the impact we can make when we are working with our clients and agents to fuel their financial growth.” As the founder and CEO of Limitless Elite, she is dedicated to helping people to protect themselves and their families from unstable economies and emergencies, while providing them flexibility to build their wealth at the same time.
Protecting your loved ones
The main purpose of life insurance is to protect your loved ones in the event of an unexpected death. It’s uncomfortable to discuss, but the reality is that no one knows what may happen tomorrow. Life happens when we least expect it. Where this gets difficult is when it comes time to choose a policy. Life insurance has been around since the 1800s, and there have been a lot of changes in how it works since then. Gomez used her expertise to find a policy that works for each of her clients’ individual needs. With upgrades such as Living Benefits, 0% Floor in Cash Value and other new tax advantages, it pays to have someone who understands your exact situation. By factoring in all of these different plans, you can make sure that your loved ones are well protected—both while you are present and when you are not.
Protecting yourself from the unexpected
Gomez learned first-hand how hard it can be to survive when the unexpected happens. “When we were growing our business, we had to go to payday loans and hard money lenders to borrow money at unbelievable interest rates,” she remembers. Although Gomez and her partner were able to weather that storm, she does not believe that’s how people should fund their businesses. That’s why she is passionate about educating others on tax-advantaged solutions for funding their business or meeting other necessary capital expenses in their life. “In a correctly structured policy, the cash value grows and is accessible to the owner as in accordance with IRS Code 7702,” she says. By learning how to use financial products such as life insurance and annuity policies that have these advantages, anybody can access these benefits when they are hit with unexpected expenses.
Protecting your wealth and your health
“Health is wealth.” Have you ever heard that saying? Most say that to emphasize the importance of maintaining your physical body, but there is another message here as well. It’s no secret that it costs money to stay healthy, especially in America. Yes, we have access to the most doctors, the most hospitals, and the most medication, but it comes at a hefty price. A 2020 Bankrate study showed that 32% of Americans families were foregoing medical treatment due to the high cost. Gomez is doing everything she can to stop that. “When I couldn’t afford to pay for my house and my cars, my health was the last thing on my mind,” she says. “That shouldn’t be a choice that people have to make.” By helping business owners and families to better protect their assets, Gomez empowers them to invest in their health as well. Gomez also advocates for her clients. The life insurance industry is an ever-changing place. In order to give her clients the best products and concepts to take care of their wealth and their health, she looks to find solutions that help achieve both goals. “There are now policies that give you a discount for actively trying to improve your health,” she says. By working with life insurance carriers that offer rewards and discounts to award good health, she is able to put more money into her client’s pockets so they can focus on what matters most.
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