(THERE IS NO COST OR OBLIGATION)
Your Estate Planning “Checklist”: Check topics you would like FREE information and review.
ESTATE PLANNING FOR ANY AGE AVOIDING PROBATE - learn why a simple Will usually does not avoid probate. RETIREMENT PLANS - getting safe, diversified growth in the current investment climate. LIVING TRUSTS - trusts can help to eliminate probate and minimize legal costs. GETTING OUT OF DEBT - how to pay off debt and live the golden years "financially free"! MORTGAGE & REFINANCING - Firms save thousands of dollars. HEALTH INSURANCE - making certain you are protected for retiree health insurance. LONG-TERM CARE INSURANCE - why you need to review all options to protect assets. EARLY RETIREMENT PLANNING - FREE computer income report. MINIMIZE TAXES - minimize taxes on retirement income and heirs inheritance. SOCIAL SECURITY - eliminating the Social Security penalty tax after retirement. PASSIVE INCOME - minimize taxes on dividends, mutual funds and bank savings. FREE TAX REVIEW - to evaluate ways to cut estate, gift, inheritance and income taxes. INVESTING IN UNCERTAIN TIMES - how to protect your principal and get a safe return. LONG-TERM CARE INSURANCE - how long can you finance care if you are disabled?
ESTATE PLANNING & ASSET PROTECTION FOR THE SENIORS RETIREMENT INCOME - FREE retirement monthly income report. INSURANCE PROTECTION - what do you really need regarding all forms of insurance? SHOPPING MORTGAGES OR REFINANCING - wish to cut interest costs or finance? ELDERLY PARENTS - learn strategies to protect assets from living too long! PROTECT YOUR HOME - using life estate planning to protect your home from estate recovery laws. NURSING HOMES - why you should not fill out financial forms until you have received advice. WORKING WITH HEIRS - why it's never a good idea to have heirs named on your accounts & deeds. ELDERLY PARENTS - planning to protect heirs from income taxes, estate & capital gains taxes.
INTEGRATING BUSINESS ESTATE PLANNING WITH YOUR PERSONAL PLAN AGRI-BUSINESS & FARMS - learn how to protect the farm from nursing home bankruptcy. WORKING CHILDREN OR HEIRS - being fair and equitable with working and non-working heirs. BUSINESS ENTITIES - which business entity is the best tax or estate planning tool? ASSET PROTECTION PLANNING - learn why business owners should not own assets! Other
Would you like FREE information or a no-obligation consultation on any of these topics? IF SO - simply tape this folded brochure together with the outside showing the return postage free address.
YES, I would like FREE INFORMATION or consultation on topic(s) I have checked. YES, My health is failing and I would like help to protect my estate and heirs.
For free information, this page and mail or fax to us, hit the "Submit" button below, or contact us by Email, Phone or Fax. Fax: 614.761.8995 • Phone: 614.791.3242• Email: ica@financiallearnctr.com
NAME: EMAIL: COMPANY NAME: PHONE: CITY: OHIO ZIP CODE: FAX: CELL PHONE: BEST TIME TO CALL: REP. NAME: CODE NO:
THE ADVISOR GROUP, LTD.