Services

Life Insurance and Annuity Planning

  • Life Insurance Review & Analysis
  • Term Life Insurance
  • Permanent Life Insurance
  • Life Insurance Settlements & the Secondary Life Insurance Market
  • Long Term Care Insurance
  • Single Premium Immediate Annuities (SPIAs)
  • Single Premium Deferred Immediate Annuities (SPDIAs)

Retirement Planning

  • Qualified Leverage Strategy 
  • The 401K Alternative
  • The IRA Alternative
  • The Roth 401K Alternative
  • The Roth IRA Alternative
  • Retirement Life Insurance Plan (RLTP)

Business Planning

  • Buy-Sell Agreement Ending Life Insurance
  • Key Person Life Insurance
  • Non-Qualified Executive Benefits & Selected Executives
  • Qualified Retirement Plans
  • Long-Term Care Insurance
  • Executive Incentive Bonus Plans

Estate Planning

  • The Tax-Efficient Wealth Process
  • Irrevocable Life Insurance Trusts

Contact Us

Wealth Consultants, Inc.

203-352-2940