Informative Brochures

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A Tax Guide
Maximize Savings Opportunities, Minimize Taxes

Saving on taxes starts with planning, and the sooner, the better. Understand the importance of aligning tax strategies with financial strategies. This brochure covers important short- and long-term planning points, as well as tools and techniques for savings. In addition to learning more about maximizing credits, deductions, and exemptions, gain insight into how changes in legislation may affect your current tax situation and future objectives.

Saving For Higher Education
Strategies to Keep Pace with Rising Costs

Ben Franklin once said, "An investment in knowledge pays the best interest." Whether planning for your own education, or your children's, proper planning can help fund the search for knowledge. This brochure outlines tools and strategies for saving based on educational goals and time horizons. Introduce yourself to popular savings vehicles, as well as helpful education tax credits and deductions. Starting now may save them money later.

Long-Term Care Insurance
Funding Care and Helping to Preserve Assets

How can we know what the future will bring? It is especially difficult to face the prospect of our own failing health, or that of a loved one. The U.S. Department of Health and Human Services predicts that 43% of individuals over the age of 65 will ultimately require some form of long-term care. This brochure outlines the funding limitations of Medicare and Medicaid, and explores long-term care insurance as an increasingly popular funding option. Learn about possible policy features, including potential coverage for nursing homes, assisted living/residential care facilities, and home-based care. While you might not know what the future holds, you can hope for the best, and plan for the worst.

Disability Income Insurance
How Income Replacement Benefits Can Work for You

Plan for the unexpected. Between the ages of 35 and 65, a person has a 30% chance of suffering a disability lasting three months or more. While health insurance may take care of medical needs, it will not replace lost income. This brochure will help you realistically assess your possible sources of disability income, including government programs and employer-sponsored plans. Introduce yourself to the benefits of disability income insurance. Through an in-depth discussion of coverage options and policy features, you can learn more about getting the coverage you need, before it is needed.

Life Insurance
The Benefits of Protection and Preparation

Protect the financial security of your loved ones with life insurance. This brochure explores the life event triggers for purchasing and reevaluating coverage, as well as the many uses of life insurance, including funding the payment of estate taxes, charitable giving, and as a business tool.

Building Your Estate Plan
Tips for Getting Started and Staying Current

A well-structured estate plan is invaluable to people of all financial positions. While the process always raises questions and issues that are both difficult and emotional, it is one that when completed will offer the proper sense of emotional and financial security for your clients and their families. This brochure is the definitive tool with which to initiate the education process. It covers a wide range of topics that will help you and your clients address the important issues concerning how best to get started and stay current.

The "2007 Guide to Social Security and Medicare" is an easy-to-understand, of  resource that helps individuals learn more about their Social Security retirement benefits and plan for a financially secure future.  This one-of-a-kind booklet will help.