Group Medical

  • Individual Medical
  • Medicare Supplement
  • Long Term Care Plans
  • Disability Insurance
  • Business Overhead
  • Disability Insurance
  • Cafeteria Plan

Life Insurance

  • Term Life
  • Whole life
  • UL
  • IEUL
  • Return of Premium

Retirement

  • IRAs
  • 401k
  • 401h
  • Defined Benefit
  • Profit Sharing
  • Tax Free Pension(IEUL)
  • Gold & Silver Pensions
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Annuities

Gold & SILVER, Annuities(fixed & indexed), Tax Free monthly Income Plans, Life Settlements

Business Solutions

Key employee retention plans, CAPTIVE Insurance company, converting your assets into a monthly income plan, BUY/SELL agreement funding, Business exit planning, Income TAX planning

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What are my next steps...

Making your business more profitable