PROTECTION
Using only nationally recognized insurance carriers, our clients enjoy peace of mind knowing their estate and beneficiaries are adequately protected against any possible future tax implications.
THE PROCESS
Eligibility hinges on the value of your estate and the quality of your health. A proper candidate should have a minimum net worth of $2 million, be 68 years of age o older, and in reasonably good health.
FINANCES
To justify the need for insurance-protected estate planning, a balance sheet of your assets will be submitted to both the financial institution and the insurance carrier.
MEDICAL
A record of your five-year medical history is submitted to determine your insurability. The current HIPAA laws potect your privacy. Your information is used solely to evaluate insurance and financing eligibility.
THE NEXT STEP
We invite you and your advisor to thoroughly investigate this program. We look forward to satisfying each of your questions. It is our belief that you will be more than pleased with this new-found knowledge that can protect your family's legacy.
