Longevity Planning
Finance + Legal Services
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About Us
Our clients turn to us for their long-term care, Medicare options, disability income and life insurance needs. Our advisors have access to the nation’s top rated insurance carriers, and we have the tools to tailor the most creative, innovative and cost-effective insurance plans for your family. We aren’t just an insurance agency, we are a team of dedicated people who work hard to provide our clients with the best insurance options for a secure future. Some people avoid insurance planning because they think it’s confusing, overwhelming, and costly – the experience you have with us will not be. Working with Longevity Planning provides a unique experience. To us, purchasing an insurance policy isn’t a transaction- it’s an ongoing relationship. Our holistic approach also involves your legal, tax and financial advisors in the planning process. By working as a team, your trusted advisors can better help you achieve your goals.
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