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Free Employer’s Kit: prepare yourself and employees with the upcoming LTC tax

Take Care of Yourself and Your Loved Ones

Annuity
up to 35% Sign On Bonus!
Life Insurance
Long Term Care: as low as $20 Premium
Health Insurance
COBRA Alternative: Lower Premium by up to 80%
Retirement Account
Roth 401K/IRA Conversion
Are you an employer in California?
Learn how Long-Term Care tax policy will impact you and your employees today
Free Employer Kit for LTC Tax
Are you an employer in California?
Learn how Long-Term Care tax policy will impact you and your employees today
Free Employer Kit for LTC Tax

Annuity

This is me
My 401K/IRA suffers from a market downturn. I am a long term thinker for myself and my family. I want to create a recession-proof solution:
My money grows as market goes up
I will have a fixed income upon retirement
I don’t lose money when market goes down
I choose an Annuity for me or my loved ones
How we help?
We can guide you through various Annuity products and find the best solution.

Life Insurance

This is me
I am a California/Washington resident, for now or forever. I want to:
have flexibility from the state-mandated 58% Long Term Care tax
enjoy LTC protection regardless where I am – California, other states, or even other countries
minimize my monthly LTC premium (say $20 a month) – but still enjoy it when I need it
How we help?
We can guide you through various Life Insurance products (with an LTC rider) and find the best solution.

Health Insurance

This is me
I am in between jobs.
I have 60 days to elect COBRA
But it’s expensive
It’s exhausting to shop alternatives
Because my focus is on locating the next job
Give me a no brainier plan to switch to
How we help?
We can help you save on average $6,000 annually on fixed medical costs, and up to 80% out of pocket expenses.

Retirement Account

This is me
Roth conversion: it’s not a matter of “if”, but “when”. Because:
I know tax rate will increase in the future
But I want to avoid big tax liabilities
I need a long term plan to do the conversation
Maybe not at once, but at a pace I control
How we help?
We can help you plan a strategy to gradually convert your 401K/IRA to Roth, without bumping into the next tax brackets.

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  1. Annuity
  2. Life Insurance
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