Services
Tax Free Alternatives
Providing alternatives that can provide tax free funding to pay for long-term care.
Long Term Care Planning
Long term care planning to provide for the high cost of homecare, nursing facility care, and assisted living care.
Innovative long term care products
Using new innovative products to cover the cost of long-term care.
Keeping Investments safe
Providing innovative products to protect from downturns in the stock market and keeping investment safe.
Alternatives to Risky investments
Providing alternatives to stock, bond, and mutual funds’ investments that provide safety and liquidity.
Leverage your investments
Provising insights into annuities that can be leveraged up to 3 times (3X) the value of the annuity to provide for long term care cost.
Tax free inheritance
Estate planning that provides asset protection for passing your inheritance to loved one’s tax free.
Tax deductible bequest for Charities
Providing alternatives to make charitable bequest to your favorite charities.
Increase your agency revenues
Increasing revenue by aiding other insurance professionals (property and casualty agents), banks, and independent broker dealers.