Our Services

The financial service process at Wealth Protectors begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

Our Services is geared to address the following

• Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost-effective manner while guaranteeing the results

• Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence

• Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan

• Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale

• Key-Man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously


SOME OF THE SERVICES WE OFFER:

Life Insurance
High quality, competitively priced Life Insurance products, including permanent, term, combination and index policies.

  • Mortgage Protection

Investment Products and Services
Our Investment Products and services, available through our companies and organizations, will help you achieve your financial goals at every stage of your life.

  • Annuities & Retirement
    We offer high-quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.
  • Life Time Income
  • Disability Insurance
    Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others.
  • Long-Term Care Insurance
    Comprehensive Long-Term Care Insurance reimburses some or all the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Business Services

  • Specialized Tax Incentives
  • Credit Card Merchant Audit
  • Waste and Recycling Audit
  • Work Comp Insurance Audit
  • Parcel Shipping Expense Audit