The Help You Need
As an association member, you have access to FREE PROFESSIONAL SERVICES on how you may:
- Protect and preserve your wealth
- Reduce or eliminate paying taxes on Social Security income
- Enhance the amount of "wealth transfer" to beneficiaries at no cost
- Obtain Long-Term Care insurance at reduced rates
- Review/Update beneficiary designations
- Eliminate or defer taxes on certain account types
- Receive income you cannot outlive
- Earn gains tied to the stock market without risk to principal
1
Financial Services are provided by independent contractors licensed to transact insurance and/or securities services. Only a simple phone call is needed to arrange for an appointment with a consultant.
2
Appointments with representatives are scheduled in the comfort of your own home. Appointments in selected office locations can also be arranged upon request.