We can offer assistance in the following areas:
- Estate Planning
- Qualified Plans
- Small Business Owner Issues (including and not limited to Key Person
- Insurance, Buy/Sell Issues, and more.
- Social Security
- Specimen documents
- Tax code/Tax Law
- Wills, Trusts and more.
If you are not a client (an active life insurance policyholder), there is a reasonable fee of $5 for good guidance on each item.
The following are some incidental rewards for being a policyholder (obtainingspecific life insurance policy through us):
- Children/Grandchild scholarship
- Discontented legal services (Consulting with an attorney)
- Access to movies and sports tickets, and more