Life Insurance Solutions

Concierge Strategic Planning

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


  • 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


We specialize in simplifying the process strategic planning for your future.

Contact Us Today

Let us start helping you today. Message us below or call now.

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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 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.