*Not affiliated with any agent, agency, insurance company or bank. We are an information provider and referral service only.
334 East Lake Rd #243 Palm Harbor, FL 34685 (800) 928-8148

Are you informed and up to date? Here is a way to find out.
Times change, rates go up, rates go down and better programs become available all the time. We are constantly searching for the best rates and programs in the country to help individuals, families and retirees with their insurance and financial planning needs. Please take a moment to review the list of topics below. We will send out to you FREE information on any topic you may find of interest. There is NO cost or obligation.
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INFORMATIONAL REPORTS:
"Where to get the highest rates on your CD, IRA or Annuity"
"Six mistakes made by Annuity Owners"
"How to Protect your assets from Medicaid"
“How to rescue your current savings plan and safely earn 6-12%”
“How to get the lowest life insurance rates available”
"How to protect your savings from market risk"

LIFE INSURANCE RELATED:
Low Cost Term Life Insurance
Low Cost Whole Life Insurance
Mortgage Cancellation Insurance
Final Expense/Burial Insurance
Upgrading my Life Insurance Coverage
Life Insurance for my children or spouse
Tax Free Payments for my family upon death

HEALTH INSURANCE RELATED:
Individual Health Insurance
Dental Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Insurance
Medicare Supplement Insurance

SAVINGS RELATED:
High Rate Certificates of Deposits or IRAs
Annuities or Fixed Equity Annuities
Upgrading my current CD, Annuity or IRA
Saving Plans for college
Saving Plans for retirement
Saving Plans for grandchildren

TAX RELATED:
Reduce taxes on Social Security income
Eliminate Probate Cost and Estate Taxes
Receiving Tax Free Retirement Income
Tax Deferred Saving Accounts
Revocable Living Trusts
Provide up to a $50,000 TAX-FREE benefit for spouse,
children, grandchildren or favorite charity

OTHER TOPICS:
Mortgage Interest Refunds
Mortgage Payment Reduction
Financial Needs Analysis
Mini-investment seminar on CD-ROM
Reverse Mortgages
Sell my Life Policy for cash (Age 62 and over)
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*Not affiliated with any agent, agency, insurance company or bank. We are a referral service only.