Discover who we are and how we help attorneys provide asset preservation solutions and streamline their long-term care planning cases.
Our staff consists of highly-trained, dedicated team members who prioritize the success of you and your practice. Get to know us.
Learn how we work together to provide meaningful asset preservation solutions to your clients and streamline the long-term care planning process.
Get answers to common questions about our company, our process, and how we can help you and your clients through the planning process.
Help clients in crisis preserve their
hard-earned assets and accelerate their
Medicaid eligibility with this powerful solution.
Bolster your client's estate planning strategy
and help them safeguard their assets with a
policy tailored to their specific situation.
Offer this simple add-on product to help
clients in any scenario set aside funds for their
funeral and burial costs.
Provide a conservative and reliable
investment product with a competitive
rate of return and liquidity options to clients
planning for retirement.
We'll connect you with our strategic partner
who can work with you to complete and file
the Medicaid application on your client's behalf.
If your client receives a Medicaid denial due to
one of our products, our in-house attorneys
will work with you through the fair hearing
Don't let an existing annuity prevent your
client from qualifying for Medicaid.
Allow us to evaluate it, facilitate the sale, and
get your client one step closer to eligibility.
Join our upcoming webinars covering a variety of topics within the estate planning and elder law space.
Continue learning with our CLE opportunities, including live and on-demand offerings, seminars, webinars, and more.
Download our all-encompassing guide for attorneys looking to add long-term care planning solutions to their practice.
Explore our blog posts covering topics related to long-term care, asset preservation, estate, planning, and elder law.
View our calendar of upcoming events, including tradeshows, seminars, webinars, sponsorships, and other events across the country.
Start a proposal and obtain a quote for your client's case by filling out an online intake form for one of our products.
Check out Attorney Access—our digital hub designed specifically for legal professionals.
If you have an event and are seeking valuable insight for elder law and estate
planning attorneys, contact our office! Our in-house professionals enjoy
sharing their experience and industry-leading expertise.