Advisor Tools
What we do
We partner with successful Financial and Legal Advisors to help identify, evaluate, and implement appropriate client wealth preservation and accumulation strategies utilizing insurance. We follow industry accepted practices to assure clients receive consistent, effective, and valuable solutions to a fiduciary standard. In the process, we communicate and provide feedback to the client’s lead Advisors, so everyone is on the same page working toward common objectives.
Who we serve
Enhancing financial professional practices in the midwest and beyond
What our partners say about us
7 Reasons a Fixed Indexed Annuity is an Ideal Retirement Vehicle
Stock market performance just had its worst six months in 50 years, leaving investors wondering about the future of their hard-earned dollars. These markets trigger investors to “flight to safety,” finding more comfort in cash savings, CDs, and annuities. For investors preparing for retirement, advisors may want to consider helping their clients focus on annuities, […]
Embracing the new era of “DIY” Retirement Funding
In previous generations, it was common for a hard working citizen to secure a job at a stable company, be employed by the same organization for decades, and then retire one day with the proverbial gold watch and a nice pension to supplement monthly Social Security checks. Those days are over but for a small percentage […]
“States” of LTC Awareness
Long-term care awareness — now a key focus of several states Today officially ends LTC Awareness Month, but not long-term care awareness — particularly as states are considering LTC legislation to help address this growing need and expense. Specifically, many states are now looking for ways to reduce long-term care spending from their Medicaid budgets […]
Retirement Protection through Disability Insurance
One of the greatest fears your clients have is the possibility of outliving their retirement money. People rely on social security, annuities, 401(k), IRA and similar plans to help mitigate this risk. We know that social security funds are dwindling with the baby boomers reaching retirement age, so saving is the proactive planning option. But […]
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