Expanded Services Flashcards

1
Q

Real Estate

A

Looking to buy or sell property? We have trusted partners who can help with all of your real estate needs

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2
Q

Property and Casualty Insurance

A

In the market for property and casualty insurance? Our expanded services include this offering. Get in touch today

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3
Q

Term Insurance

A

Sometimes, term insurance will suit all of your needs. If that’s the case, get in touch today for free policy quotes.

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4
Q

Tax Planning

A

Whether you’re filing taxes for your family or business, our team of tax experts can help with your tax minimization needs

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5
Q

Medicaid

A

Our extended team can support your goals in applying for and receiving Medicaid benefits. Connect with us to learn more

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6
Q

Medicare

A

Need support planning for late-life insurance? Our team of professionals will help you navigate the ins-and-outs of Medicare

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7
Q

Final Expense

A

Our team and partners can assist with final expense planning and estate auctioning — should the need arise

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8
Q

Alternative Investments

A

From cryptocurrency to precious metals, our expert team can assist with it all. Helping to navigate different types of currency, whether tangible or fiat, is another service we provide.

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