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A dedicated savings plan that helps you save for retirement. Retirement accounts, unlike accounts, are intended for long-term needs.

• IRA / Roth IRA
• 403(b) / Roth 403(b)
• 457 Plans
• 401(k) Rollovers
• Non-Qualified Annuities
• Fixed Annuities
• Long Term Care Annuities

Peace of mind that provides financial protection for loved ones if the policyholder dies. A policy can ensure the family won't struggle financially after the policyholder's death.

• Term Life Insurance
• Whole Life Insurance
• IUL
• Final Expense
• Guaranteed Issue Whole Life
• Long Term Care Riders

Medicare is a federal program that provides health insurance for people who are 65 or older. In many circumstances, you might have the ability to pick up a Supplement Plan or Medicare Advantage Plan.

• Medicare Supplement (Medigap)
• Medicare Advantage
• Part D (Drug Plans)
• Hospital/Cancer Indemnity Plans
• LIS (Extra Help) Application Assistance
• Medicaid (MSP) Application Assistance