LONG TERM CARE
Long Term care is the rising need as we see we are living longer statistically. See the case studies below to find out how we have managed this risk for various client situations.
All names and dollar figures have been changed for anonymity.
EXECUTIVE COMPENSATION (BUSINESS OWNERS)
Business’ have a lot of risk; the owners buy out partners or enter into business with partners. We are big supporters of small businesses and the right protection in place can be the difference between a small business weathering a storm or having to shut it’s doors forever. Take a look at the methodology we have used with past clients.
All names and dollar figures have been changed for anonymity.
KEY EMPLOYEES (BUSINESS OWNERS)
Insurance can play an important role in recognizing talent and helping retain key talent to your business. This is a strategic play that can help both the business and the key player. Check out and see if this could help your business.
All names and dollar figures have been changed for anonymity.
INDIVIDUAL AND SMALL BUSINESS
Protection can be used to protect the individual, the business owner, the family, anyone. With the right strategy, insurance can unlock a free future. See below how.
All names and dollar figures have been changed for anonymity.
ANNUITIES
Annuities have a unique role in the financial space. They provide guarantees the fend off a fearful market, while they are not for every financial plan in specific, measured and strategic uses they can be an effective. See below how they can be used to benefit an overall plan.
All names and dollar figures have been changed for anonymity.