Insurance
RECOMMENDATIONS FROM THE WORLD OF INSURANCE
There's no time like the present to take a look at your Insurance picture.
Are your bases covered?
Are potential Long Term Care costs covered? Simple solutions for those who are self insuring. How about an account that will triple if you need any kind of care? See if you qualify.
Legacy concerns? We can set up one or more of your accounts to pass IncomeTax-Free to your heirs if you qualify.
Medicare Supplement Insurance? We have several options for you to choose from.
Have you considered Annuities?
Annuities are not for everyone!
There are distinct differences between the types of Annuities and each has specific benefits and features for specific needs.
If you are considering an Annuity, let us use our extensive experience to help you decide if it will satisfy your goals and what type may be suitable for you.
Contact us today for your an evaluation.