MY SERVICES
Long Term Care
70% of people may need some level of long term care services in their lifespan. Having adequate coverage and leverage can help protect you, your loved ones and your Retirement Portfolio.
Social Security
This may be the most important retirement decision you make. You have worked your entire life for these benefits, you deserve to get the most out them. Let us run you a Social Security Maximization Report today!
Retirement Income Planning
Have a plan that is predictable and guaranteed, ensuring that you and your spouse will never out live your income. Your plan should have inflation protection and tax efficiency.
Life Insurance
Did you know that Life Insurance today can pay benefits while you are alive for Long Term Care and other Terminal and Critical Illnesses? It is also a great legacy tool to generate income tax free money to your family and estate.
Medicare
Whether you are new to Medicare, turning 65, or you are already recieving Medicare Benefits it is always a good idea to speak with a Medicare professional to compare your coverages and premiums.
Asset-Protection
Protecting your assets comes in a variety of flavors, from home and auto insurance to advance estate planning and retirement portfolio portection. Our team can provide service on all levels.
DISCLAIMER: The content presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death benefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.