Products and Services We Offer
Products We Offer:
- Fixed Annuities
- Fixed Index Annuities
- 401K Rollovers
- Immediate Annuities
- Estate Tax Insurance
- 2nd to Die Insurance Policies
- Long Term Care Insurance
- Term Life Insurance
- Permanent Life Insurance
- IRA Rollovers
Planning Services We Offer:
We Specialize in Estate Planning and Retirement Planning.
Call us for..
Estate Planning – Learn how to avoid probate and a conservatorhip. Free monthly seminars are offered.
Retirement Planning – Learn the truth of Investing, how to lower your costs and fees, lower your risk and possibly increase your returns.
Higher Income – Partially Tax Free – Learn how to increase your retirement income.
Stock Market Gains – No Losses – Earn higher stock market yields without the risk of losing your hard earned money.
Tax Deferral of Income – If you are not using it now, why pay taxes on it. Increase your income and have it build tax deferred!
Avoiding Double Taxed Assets – Did you know that if you have a large retirement account you could lose over 70% to taxes upon death? Learn techniques that allow you to double or triple the amount of your IRA to your family.
“Stretch” IRA Planning – Learn how your family can “stretch” IRA distributions over their lifetimes instead of paying the taxes all at once at death. Double or Triple your IRA to your beneficiaries.