Retirement, Estate Planning for Va.
Seniors
Durable insurance policies to protect wealth. Robust financial tools
to grow it.
You need both to achieve your goals:
- Live a long and healthy life
- Preserve independence
- Keep families together
- Provide for loved ones
Innovative Insurance Solutions offers personal
insurance and financial tools backed by an A.M. Best A+ rated and
Standard & Poor’s AA
rated company:
- 401K, IRAs, annuities
- Pensions, mutual funds, profit-sharing
- Long term care insurance
- Health insurance
- Disability Insurance
- Life Insurance (Whole, Term, Universal)
IIS founder Steve Purdy has more than 20 years experience planning
successful estates and worry-free retirements:
Certified, Long Term Care (CLTC)
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Licensed Insurance Broker (LTC, Life, Health, Property and Casualty)
Licensed Securities Representative
Honor Roll, Million Dollar Roundtable (MDRT)
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How does long term care
insurance work? Download the LTC
Primer |
Retirement Review.
Contact IIS today. No costs, no obligations – just expert advice
and comprehensive retirement planning tools.
"My wife and
I attended a seminar Steve gave a few years back. We found
him to be the most knowledgeable individual on LTC with whom
we had discussed this issue. Steve shared information
with us on the different providers of LTC and various options
of their programs. When we chose a program, he was most
helpful in resolving some questions that the provider had
during the issuance process. We have been very pleased
with the guidance Steve provided and the policies that he
custom designed for us."
Cal and Ann Fowler
Read
more IIS customer testimonials. |
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