Senior Equity Group is a uniquely positioned company, specializing and working solely with senior citizens.

Our approach is geared to the special needs of seniors and their estate tax issues. Our efforts are very straight forward and designed to handle possible issues that could arise with future estate tax liabilities.

We fill a growing niche in the market place, working with various financial institutions and their specially designed programs. It is our intention to assist our clientele in achieving the maximum amount of protection; securing the lifetime legacy that they have worked so hard to achieve.

• Assist in the creation of an estate-preserving vehicle through life Insurance.
• Evaluate no-longer-needed life insurance policies; utilizing the secondary market as a viable source of unexpected revenue.

With little or no current estate expenses, SEG offers seniors additional security against unknown future estate tax implications.