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        We specialize in helping pre-retirees and retirees protect their lifestyle from the potential financial catastrophe of a Long Term Care event with insurance products. Proper planning allows our clients to stay in their home as long as possible in the event of illness or injury. My Customers and Partners Ideal Customer is... An ideal customer is someone 40 years of age or older that own their own home with $75,000 in assets. Typically they have goals and plans for retiring, they desire independence and to protect the life style they have worked hard to create. Furthermore they normally have elderly parents that are soon to become their dependents if they don't step in with assistance.

        Associations
        NAIFA
        Categories
        Long Term Care Insurance, Annuities & Retirement Insurance Plans, Health Insurance, Life Insurance

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        BW
        Bill W.

        05/23/2010

        Overall
        Able to qualify for financial aid for college

        Found a way to use the rules in place for college funding aid and saved us thousands of dollars a year getting our son into college. He can now go to the university he wanted instead of a local community college.



        We just repositioned a few things and updated our family need and it was all within the guidelines. I was apprehensive at first but it was just like finding the proper right offs for income tax.

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        Details

        Phone: (570) 674-0734

        Address: 10 Morris Cir, Dallas, PA 18612

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