LIFE INSURANCE Whether you have a young family and are just starting out, have children entering college or are planning for your estate, a properly priced and planned life insurance policy is essential.  We have a long history of confidentially helping people in all stages of life find the right coverage at the right price. We work with only the top rated insurance companies to find the absolute best and most cost effective solution to suit your particular needs. Our nearly three decades of experience has taught us, regardless of your stage of life, life insurance has to have a purpose.  It has to be safe and it has to be a solution. We look forward to providing you with the high quality solution you need. Case Studies Testimonials CORE LIFE & RELATED SERVICES Life Insurance – Term, UL and Whole Life Settlements Estate Planning Retirement Planning Legacy Planning Divorce Planning Reverse Mortgage Planning Final Expense – Medicaid Friendly Long Term Care Disability International Travel Medical ANNUITIES Today’s annuities are now some of the most sophisticated yet, reliable and safe financial tools available anywhere.  No longer do you need to worry about tying up your money for lengthy terms.  Liquidity provisions are built right in to many of these plans.  No longer do you have to “annuitize” to gain the advantages of a lifetime income stream.  There are now many extremely flexible income provisions available without involving annuitization. With the market wreaking havoc on retirement nest eggs and estate plans across the nation, many people have returned to the type of sensible, no risk safety these products offer. When you combine tax deferral with a guaranteed no loss of principal or annual gains to market risk, it is easy to understand why. Whether you are looking for a strong performing alternative to a bank CD or looking to rollover your existing 401k, IRA or pension plan, we can help bring safety and performance balance back into your financial picture. Case Studies Testimonials More Resources CORE ANNUITY & RELATED SERVICES Indexed Annuities Fixed Annuities SPIA’s – Single Premium Immediate Annuities 401k/IRA/Roth/Pension Rollovers Estate Planning Retirement Planning Social Security Planning Legacy Planning Divorce Planning Reverse Mortgage Planning