features / benefits:

• 1. Health/ Disability & Life Insurance
  • • Helps provide Risk Mgmt. & Protection.
  • • Purchased Individually or thru Business venture(s)
• 2. Extended Care Strategies
  • • Helps provide Risk & Portfolio protection
  • • Self fund, purchase individually, or thru business
• 3. Asset Accumulation
  • • Helps provide Savings & Accumulation
  • • Tax qualified plans (401k, IRAs, etc.)
  • • Helps provide tax deferral thru any business venture(s)
  • • Cash Value Life Insurance
  • • Helps provide protection, tax diversification and supplemental future income.
• 4. Social Security
  • • Helps provide Fixed Income
• 5. Dynasty Planning
  • • Helps provide tax-efficient, generational succession and business continuity solutions that will leave a legacy to your loved ones.