A new year and exciting new options!

There are two proprietary plans that we have developed for our clients to help them achieve specific financial goals. Our Personal Hedge Plan is perfect for those in their 30’s to 50’s to add a layer of protection against a down market as well as provide important insurance protection. We use the latest generation of Indexed Life to offer a consistent growth of a cash account which then can be used to take tax free loans from. It’s a very powerful plan that offers protection, stability and access in times of need.

Our Legacy Max plan is designed for clients around retirement age who have free cash that they want to leverage. We can use IRA distributions, income from a pension or money sitting idle in a checking or savings account. Using the latest generation of permanent life insurance we can leverage that money substantially to provide a lasting legacy for your children, favorite charity or alma mater.

We have informational packets to share with you about these exciting programs. Just call or email us and we’ll get it right over to you.