Senior Financial Security, Inc.

You too may be wondering...

How can I be sure that my IRA beneficiary designations will pass inheritance as I intended?

Is it true that re-positioning my assets may lower or eliminate tax on my social security?

Is there a way to get market like returns without risking my nest egg?

Can I really pay off my mortgage and get an income from my house, without losing my home? 

Is there any way to pay for nursing care without sacrificing my children's inheritance and my spouse's lifestyle?

If these questions and more are on your mind, you should be consulting with Jean A. Dorrell, CEP. Please call toll free 1-866-829-3337 to arrange a convenient, no fee discussion of your estate planning objectives.

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

* Primary Life Insurance and Annuity products offered in association with Allianz Life, American Equity, ING, Old Mutual, and SunLife Financial.
Friday, September 3, 2010


 		Please call toll free 1-866-829-3337 to arrange a convenient, no fee discussion of your estate planning objectives. Senior Financial Security, Inc. does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations.