Our Solutions

OUR CUSTOMIZED SOLUTIONS

Retirement Planning

Fixed Annuity, Indexed Annuity, IRA, Medically Underwritten Immediate Annuity, Roth IRA, SEP-IRA, Single Premium Immediate Annuity


Investment Strategies

Arbitrage Cases, Maximum Funding Tax-Free Retirement, Medically Underwritten Immediate Annuity, Split Annuities, Managed Accounts


Insurance Protection

Term Life, Indexed Universal Life, Single Premium Whole Life, Universal Life, Burial, Final Expense, Critical Illness, Group Health, Disability, Individual Health, Long-Term Care, Medicare Advantage Plans, Medicare Supplements, Home, Auto, Property


Social Security Maximization

Social Security Analyzer


Estate Planning

Wills, Living Trust, Irrevocable Trust, Dynasty Trust, QTIP, Family Trust, CRT


Asset Protection

Creditors, Divorce, Lawsuits


Life Settlements

Senior Life Settlements, Life Settlement Investments


Education Planning

College Planning of America Program, Coverdell Education Savings Account, HOPE Scholarship, Tax Credit, Section 529-Plans