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Estate Planning

Revocable Living Trusts, ILITs, Special Needs Trusts, Wills, Powers of Attorney, Health Care Directives

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Life Insurance

Term, Universal, Whole, Variable, Guaranteed Issue (No Medical Test), Burial and Funeral Expenses

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Disability Insurance

Long Term Disability (5 yr, 10 yr, Age 65, Age 67), Short Term Disability, Supplemental Insurance

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Long Term Care

Standalone Long Term Care, Rider to Life Insurance, Chronic Care Options, Medicare Planning

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Annuities

Fixed, Variable, Indexed, Guaranteed Lifetime Income, Annuitization, Advanced Estate Planning

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Investments

IRA, Roth, 401(k), 529 College Savings, ABLE Accounts, Brokerage (Stocks, Bonds, Funds, Options)

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