What We Do!
We specialize in seniors and those who aspire to become seniors as well as nurses!
We are all about accumulation of assets, preservation of assets and distribution of assets tax free whenever possible!
Under these categories there are several tools that can be used to accomplish your goals and hopefully more efficiently than what you are currently doing.
We are proud to say that we use “no risk strategies”!
Your Video Placed Here!
Our Products & Strategies
Here are some of the product and strategies that we use and have in our tool box. The most important strategy we have is “thinking outside the box”, and hopefully we will have the opportunity to show you, remember, “you don’n know what you don’t, do you?
Long-Term care:
- Traditional LTC
- Hybrid LTC/LIFE if you don’t use it, you don’t lose it!
Life Insurance:
- Whole Life
- Universal LIFE
- Term Life
- Indexed Universal Life
- Viatical Settlements (you can sell a Life policy)
Indexed Annuities:
- Immediate Annuities
- Income for Life
