Trust our vision!
Specialization spells success. We specialize in the following areas:
Using Fixed Index and Fixed Annuities to:
- Help individuals grow and protect their retirement nest egg with the potential for stock market linked interest credits with a Fixed Index Annuity. NEVER in 44 years has one of our clients’ lost value because of stock market decline!
- Creation of guaranteed lifetime income for retirement income planning needs.
- IRA, SEP IRA, Roth IRA, 401(k) and 403(b) rollovers into annuity programs which also provide for safety of principle and lifelong income payments.
Using Life Insurance to:
- Provide solutions that can solve financial protection needs for families and their heirs.
- Offering life insurance solutions to help with college funding, family income, mortgage protection and final expenses.
- Maximizing your life insurance coverage with little or no increase in premiums using the IRS 1035 Exchange provision.
Using Disability Insurance to:
- Help our clients maintain mortgage payments and other living expenses (utilities, food etc.) when sick or injured providing you tax-free income benefits.
- Paycheck protection disability plans – providing you income when you cannot work.