WHY CHOOSE US?
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Asset Protect Your Life
Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site. To view a brief video presentation on asset protection or to learn more click here.
Predicting The Future
Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backward in a Bear market?
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This website discusses many unique wealth-building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth. Learn more about wealth building tools
Stock Market Protection
What you are about to learn will be very exciting to you.
For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye-opener.
This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.
For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.
WEALTH PRESERVATION
Medicaid
Medicaid Planning
Medicaid Planning
If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid, please click here to email us or phone 847-231-6150. To sign up for a free consultation or to just get more information click here.
Retirement Life
Retirement Life
To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 847-231-6150. To sign up for a free consultation or to just get more information click here.
Single Premium Life
Single Premium Life for Long Term Care Insurance
We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 847-231-6150. To sign up for a free consultation or to just get more information click here.
Guaranteed Income
Guaranteed Income Benefits for Life
If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 847-231-6150. To sign up for a free consultation or to just get more information click here.