We also specialize in the Senior Market. We, along with Charles Carrier of the Carrier Advisory Group conduct seminars to protect the assets of senior citizen's retirement and pension benefits. This is a specialized market that requires extensive knowledge of elder law to help minimize taxes and to avoid probate.
Call With any questions or to schedule an appointment. Senior Citizens recieve a Free 1 hour consultation to help with your estate planning.
Services that we provide are in the Life, Health and Annuity market. This includes Medicare, Supplements, Medicare Advantage plans, Medicare Prescription drug plans, Long term care, Short term and individual health plans, Group health insurance, Disability Income Insurance, Business overhead coverage, Fixed and Indexed Annuities, Universal Life policies, Term and Single Premium Whole Life Insurance.