Specialty Programs Certain situations require sophisticated solutions. We offer some powerful, yet simple, programs that can provide substantial benefits. 1. Financing program for business owners without personal guarantees 2. Supplemental Retirement Program for individuals and business owners with NO contribution limits, tax deferred growth, and tax free withdrawals Check out our Resouces section to see more or click here to contact us.

Join the conversation as we discuss creative disposition strategies and related tax and estate planning solutions.

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Providing the combination of:

A Tax Deferral Strategy for Sellers and a Reduced Loan Rate for Buyers all in the same transaction.

Asset Preserver® - A Single Premium Long-Term Care & Life Insurance Combination

This is one product designed to help protect your assets from the costs of long-term care, and provide a cash legacy to your beneficiaries.

Contact us for details.