Insurance plays an important part in most financial plans.
“Many clients consider the use of insurance products for income replacement and tax-deferred safe accumulation while business owners use insurance for succession funding and high net worth families for estate liquidation and multi-generational planning”
Types of Insurance that we may offer:
- Buy/Sell for businesses
- Life with LTC
- Estate planning strategies for HNW clients
- Disability- Protects your income in the event of your inability to work prior to financial freedom.
- Long-Term Care- Whether it is Traditional, Life with LTC rider or Asset based which can be used with non-qualified or qualified funds. LTC provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care. It also protects your estate by leaving your assets to your heirs
- Fixed Index Annuities and SPIA’s.
- Complimentary Annuity reviews.
- Medicare Supplemental polices