Our Services for You
We are here to help protect what is most important to you. Really giving a one stop shop for you, our client.
Insurance
- Term Life Insurance
- Whole Life Insurance
- Final Expense Insurance
- Mortgage Protection
- Disability Insurance
- Accidental Insurance
- Indexed Universal Life (IUL)
- Group Insurance
- Premium Financing
- Single Premium Insurance
- Business Overhead Expense
- Keyman Insurance
Estate Plans
- Irrevocable & Revocable Trusts
- Living Wills
- Power of Attorney (Financial & Health)
- Guardianship
- Standard & AB Trusts
- Advanced Directives
Infinite Banking
BYOB- Become Your Own Bank
Tax Strategies
- Tax-Free Retirement
- Employee Retention Tax Credit
- Research & Development
- SETC- Self Employed Tax Credit
- Cost Segregation
- Defined Benefit Plan
- Tax Planning
Retirement Services
- Annuities
- 401K Rollovers
- IRA Rollovers
- MYGA
- Tax-Free Retirement
- Immediate Annuities
Business Services
- Re-Insurance
- 401K
Contact us
Telephone: +1 (937) 315-2396
E-mail: info@estateplan4you.com
Address: 2800 E River Rd, Ste 104, Moraine, Ohio 45439
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