Providing a secure future for families across America since 1974
Call us today: (949) 863-0700
Posted by: In: Agents, Featured Apr 15, 2021 Tags:

No can predict the future, but if the need for long-term care should arise, how much would it cost – and how would your client pay? 

Read More...
Posted by: In: Agents Apr 14, 2021 Tags:

As an advisor, it’s important to not only help your clients plan for the future they desire, but to also help protect it. And the best place to start is by protecting their income.

Read More...
Posted by: In: Agents Apr 13, 2021 Tags:

Consider a Roth IRA, best described as “a reverse traditional IRA.” Contributions are after-tax and distributions are tax-free. 

Read More...
Posted by: In: Agents Apr 12, 2021 Tags:

There is a way to keep clients covered, while at the same time saving them some premium dollars – and generating some commission dollars for you.

Read More...
Posted by: In: Agents Apr 09, 2021 Tags:

If the proBNP is favorable on an exam lab panel, one of our A-rated carriers can use the result as an underwriting credit for applicants ages 70 and up.

Read More...
Posted by: In: Agents Apr 08, 2021 Tags:

Asset Based Long-Term Care (LTC) with Guaranteed Premiums paid for life is here.

Read More...
Posted by: In: Agents Apr 07, 2021 Tags:

For some people, “income protection” is a phrase that strongly resonates with their everyday lives.

Read More...
Posted by: In: Agents Apr 06, 2021 Tags:

A properly accoutered insurance-funded benefit plan will not only sell more easily, it will remain an ongoing thing of attractiveness and substance to those it protects.

Read More...
Posted by: In: Agents Apr 05, 2021 Tags:

You have access to many products that can provide your clients with tax favored cash accumulation and if structured properly, will also provide for non-reportable, tax-free income.

Read More...
Posted by: In: Agents Apr 02, 2021 Tags:

One of our top rated carriers gives clients who maintain a healthy lifestyle the potential to be upgraded to a better underwriting offer and price.

Read More...