Welcome to
Life Insurance Solutions
Concierge Strategic Planning
Life Insurance
- Income Protection
- Estate Planning
- Tax Free Retirement Planning – Watch Video
- Complimentary Policy Audits
- Business Succession Planning
Long Term Care Planning
- 100% of claims covered
- No receipts necessary for claims to be covered
- Return on Premium if you do not need care
- Get care when, where and how you want
Annuity
- Guaranteed Lifetime Income
- Stock Market like gains with no downside risk to principal
- Included Long Term Care protection
- Tax Efficiency
Tax-Free Retirement Planning
- Tax-Free distributions during retirement Watch Video
- No Contribution Limits
- Stock Market like gains with no downside risk to principal
- Access To Capital At Any Time
- Eliminate risk not in your control (taxes going higher & market volatility)
Business Protection Planning
- Business Succession Planning – Buy-Sell Strategies
- Golden Handcuff
- Complimentary existing policy audits
- Continuation & Exit Planning
NEWS
We specialize in simplifying the process strategic planning for your future.
Long Term Care Costs Are Exploding
Our annual compendium of long-term care statistics on usage, cost, insurance, and caregivers. Christine Benz: I’m obsessed with the topic of long-term care. That’s mainly because the topic...
Estate Tax Hike Looming
As states address budget woes due to the pandemic, one place they may turn to for revenue as they have in past economic crises is death taxes. Already the District of Columbia has...
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Disclaimer
Plans are insured or covered by a Medicare Advantage (HMO, PPO and PFFS) organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare.
When you call the number listed on this website, you will be directed to a licensed insurance sales agent or broker. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.This website is a solicitation of insurance. By providing us with your contact information, you agree that an authorized representative or licensed insurance agent/producer may contact you by telephone, email or mail to answer your questions or provide additional information about Medicare Advantage, Part D or Medicare Supplement Insurance plans.