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Answers For Retirement / Planning Center
Medicaid Planning
If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Retirement Life
To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Captive Insurance
Does this sound like something that might want to learn more about? If so, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Single Premium Life for Long Term Care Insurance
We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Guaranteed Income Benefits for Life
If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
HEAP - Home Equity Acceleration Plan
If you would like have our office run the numbers on your mortgage to determine how quickly you could pay it off and how many thousands of dollar in interest you could save, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Retirement Life vs Brokerage Accounts & 401k's
To learn how you can build wealth using Retirement Life™, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
Asset Protection
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone 513-997-6116. To sign up for a free consultation or to just get more information click here.
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Answers For Retirement