Select plans to create your $1 Million Plan
Retirement Package Overview
Health-Medical Plans
$200.00

Secure financial future with a health benefit plan (Medicare, ACA, Short Term Medical Plan (Health plans = $200K value)

Long-Term Care Insurance
$125.00

Protect against high costs of Nursing Home, hospice or home health care plans (Long-Term Care insurance = $125K Value)

Dental, Vision, Hearing
$75.00

Comprehensive coverage for dental, vision and hearing insurance needs. (DVH plans = $75K Value each)

Medicaid Compliant Annuities
$125.00

Crisis Medicaid Planning for urgent Nursing Home spenddown eligibility needs (Medicaid compliant annuities = $125K Value)

Real Estate- Lady Bird Deeds
$250.00

Avoid probate and leave your legacy for future generations with proper planning. (LadyBird Deeds = $250K Value) 

Short and Long Term Disability Plans
$75.00

Prevent loss of income in the case of a short or long term illness or disability with the proper coverage (STD-LTD = $75K Value)

401K, 403B and IRA Rollovers
$150.00

Protect your retirement savings from increased taxes and early withdrawal penalties (Plan Rollovers = $150K Value)

Life Insurance Riders
$150.00

Enhance your insurance coverage plans with "riders" for Cancer, Heart Attack, Stroke and Alzheimers (Riders = $150K Value)

Whole Life Policies - IUL Plans
$200.00

"Be the Bank" and fund your retirement plan with an Indexed Universal Life (IUL) policy (IUL = $200K Value)

Final Expense- Funeral Planning
$100.00

Plan your "homegoing" and set up your final expense policy with your funeral planner. (Final Expense = $100K Value)

Health Savings and Pet Insurance
$25.00

Plan for sudden illnesses for yourself and your pets with a Health Savings/ Pet Insurance Plan. (HSA/PET = $25K Value)

Homeowners Policy - Auto Referrals
$100.00

Protect your mortgage and auto payments in case of an critical illness (Mortgage and Auto Protection =$25K Value)

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