Advanced Planning

The true path to differentiation is the ability for an advisor to provide advice at a level that other advisors are not able to give. Advanced Planning is a way to provide next-level services to clients and prospects that provide advice in areas that matter most to them.

Areas of LFIS expertise include:

For Individuals and Families

• Retirement Income Planning
• Long-Term Care Funding
• Eldercare Planning
• Estate Planning & Wealth Transfer
• Estate Tax Funding
• Charitable Giving
• Income Tax Reduction Management
• Family Income Replacement

For Business Owners

• Risk Management
• Retain Key Employees
• Supplemental Executive Retirement Plans
• Nonqualified Deferred Compensation
• Qualified Plans
• Accumulated Earnings Strategies
• Corporate-Owned Life Insurance