When selling life insurance and annuities, you may find yourself in need of help. Reach out to our team when a specific insurance/annuity case requires the following services:
A secure, comfortable retirement is everybody’s dream. And now because we’re living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did.
Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances. We can help you to help your clients to reach their retirement dream.
Estate tax planning is crucial to preserving the wealth of your clients for future generations. Knowing the potential estate tax liability is a great place to start planning today for a smooth transition at the time of need.
Succession Planning is a vital area of planning for small or family-owned businesses. This area of planning is often overlooked and can create serious implications when a business partner or family-member dies or desires to retire from the company. Our PASS Plus strategy is one of our frequently utilized programs to allow for an economical smooth transition.
Any business owner or professional interested in using business dollars to pay for personal life insurance for themselves and their key employees. When properly structured it can provide income tax-free death benefit to your heirs, tax-deferred growth, and the potential for tax-free income.