INSURANCE PROS

How will the proper use of Life Insurance, Annuities, or Long-Term Care impact your retirement and/or your current lifestyle plans? We help you understand all the elements of this critical question.

Life Insurance

  • Design tax-free supplemental retirement options (this is our specialty)
  • Help replace your income and provide financial security for your dependents.
  • Help pay final expenses.
  • Create an inheritance for your heirs.
  • Help pay federal, state, inheritance, and estate taxes.
  • Make significant charitable contributions.
  • Advanced Planning Strategies

Annuities

  • Grow assets safely, with contractual guarantees
  • Distribute retirement income, with contractual guarantees
  • Defer income taxes on non-qualified dollars
  • Create income streams for surviving spouses
  • Create a Private Pension Plan

Long-Term Care

  • Protect investment portfolios from the expense of a chronic illness
  • Leverage and multiply current cash flow or existing assets for chronic illness needs

We offer a complimentary initial consultation to determine if our Insurance Pros services are right for you.