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financial advisor that specializes in wealth management through customized financial and investment planning. We also work with seniors to provide advice on Medicare supplemental and Part D insurance options. For more

us. Practice: 1) Basic Estate Planning (Wills, Trusts, Health Care Directives, and Powers of Attorney); 2) Complex extensive network of professionals, such as CPAs, Financial Advisors, Tax and Business Attorneys, Insurance Agents, etc.

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Overview: We specialize in marketing life and health insurance to independent agents across the United States. 60 years of combined experience in the health and life insurance industry. We take pride in our support agents in both the Individual Health (under age 65) and Senior markets with competitive products, top

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