LIFE
KEY PERSON, ESTATE PLANNING, & TRADITIONAL LIFE
Make sure you have your funeral burial, and final expenses are covered, and even a way to provide your family with a 100% tax-free lump sum after you pass. There are even options to give them the head-start you never had, depending on the face amount you choose. Plus make sure all your assets are tax-free as well and won't go through probate when you pass it on to your loved ones. Also, make sure when you pass or anyone you get Key Person Insurance on that your business is still able to operate without losing money.
RETIREMENT
QUALIFIED & NON-QUALIFIED ANNUITIES: RETIREMENT PLANNING & RETIREMENT MANAGEMENT
Get the lifetime income you have been looking for... regardless if you want a certain period, a certain amount, or lifetime income from your business, giving it the opportunity to build capital... Even if you live to be 140 years of age. We have options for every type. We help with qualified plans that are outside your business, and non-qualified plans that get you the tax benefit that you've always wanted, with options of no cap of the amount you can put in. This way you and your business never suffer financially during the unexpected.
INVESTMENT
INVESTMENT...UL, IUL, or VARIABLES: WEALTH MANAGEMENT & RISK MANAGEMENT
Do you want to invest your business's money where it collects more than a bank Savings account, CD, or BONDS...without the risk of the stock market? Well, why not get the best of both worlds? Grow your business's money and capital with one of the best and most stable markets out there 118+ years and running.
PROTECTION
LOAN, DEBT, & ASSETS PROTECTION
Looking for a way to protect your business and yourself if you become disabled or have a critical illness? Or if you were to need Long Term Care without having to sell your home or business to pay for it? We have options to protect you, your loved ones, and your assets in case of emergencies for the long haul.
