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Services

Real Estate

Life Insurance and Annuities

Long Term Care

Buying or Selling,  Over 55+ Communities,   HECM for Purchase Loans and using a  Reverse Mortgage for Long Term Care.

Long Term Care

Life Insurance and Annuities

Long Term Care

Information on the NEW way to  buy Long Term Care,  when and where can I use it. You can purchase it up to 79 years old. How is your health today? Tomorrow?  Will  you have enough income  when need to pay for assistance?

Life Insurance and Annuities

Life Insurance and Annuities

Life Insurance and Annuities

Life Insurance is not used anymore for just the Death Benefit, but for Living Benefits that the new policies provide.  Annuities can be a safe place to grow your money and have income turned on for life.  Asset Protection for generations.  Leave a Legacy.

Social Security

Government Benefits

Life Insurance and Annuities

When to turn on Social Security benefits is a question everyone turning  62 should be asking. There is not one answer that fits all. It could cost you over $100,000 over your lifetime if not turned on at the right time. Why do more people not know this?

Government Benefits

Government Benefits

Government Benefits

If you have health issues and need assistance in your home, you need to move into an Assisted Living Community or need a Nursing Home, how are you going to pay for it?  Do you need to spend down all your assets or can you do financial planning and qualify for  Gov't benefits?

Senior Housing

Government Benefits

Government Benefits

There are many types of  Senior Living  opportunities that you might not know about.  Which one is right for you or your loved one?

Health Insurance

Health Insurance

Health Insurance

Health insurance provides essential coverage for medical expenses, including routine care, emergencies, and prescriptions. By selecting the right plan, you can minimize out-of-pocket costs, access high-quality healthcare, and protect your financial well-being, giving you confidence and peace of mind in managing your health.

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