Free Long Term Care Benefits for
Wartime Veterans & Their Spouses

Please call us today for information about this little-known Government program.
This is not insurance.

Annuity “Maximization” (What is that?)

Annuity balances earmarked for heirs can create a tax headache when distributed.
Let us show you!

• How to convert this headache to income - tax-free money to heirs

• How to increase the amount passed on by 30% to 50%, or more

Lifetime Income Planning

Worried about outliving your retirement principal? Need the peace of mind you’d have if you knew you could not outlive your income? Please call to find out how to structure a predictable income stream, including options to replace principal for heirs - - WITHOUT LIFE INSURANCE.

Lock In Stock Index Gains With NO RISK To Principal

Please call to find out how to capture your share of the upside
(S&P 500, other indexes too) without any downside risk.

Zero out-of-pocket LTC funding

Worried about the high & increasing cost of LTC, especially Home Care? Frustrated by sky-high insurance premiums? Let us explain how to leverage existing assets to fund LTC benefits – instead of paying premiums from monthly disposable income. Can some homeowners pay LTC premiums using home equity appreciation only?YES. What about “interest only” payments of LTC premiums? YES. Can depositors literally transfer CDs or other investments “from one address to another” and create prepaid LTC benefits without forfeiting a single dollar? YES.

Enhanced Reverse Mortgages

New "jumbo" products are available for highly appreciated properties, and many have competitive costs & fees. Some jumbo reverse mortgages can be done on a no-closing-cost basis. Can a limited amount of equity be converted into a lifetime income stream, no matter how long you live or where you live? YES, please ask us how.

Call David Whiteside at 800-820-6273