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Get To Know Us - Pension Max Works!

 Pension Max is a strategy that has been used by financial advisers for many years. It basically allows someone who is participating in a Pension Plan to take the maximum benefit they are entitled to without providing for a spouse beneficiary. To provide for the financial protection of the spouse the pension eligible person buys a life insurance policy large enough to provide a life sustaining cash benefit for the spouse.  Our Pension Max strategy makes use of some of the newest and most innovative products in the life insurance industry to also provide protection against the financial devastation that can occur when somone needs homecare or a nursing home. Many pension checks have been eaten up paying for these costs of care. We have a sound financial way to protect against this loss.