Personal Services

Tax Favored Family Protection Plans

• Estate preservation
• Retirement income
• Buy/sell funding
• Life insurance
  • Term
  • Universal
  • Variable
  • Second to die
• Annuities
  • Equity Indexed
  • Fixed
  • Variable

Income Protection & Replacement

(Get back your premium $$)

• Disability Plans
  • Traditional – Pays when disabled
  • New – Pays when disabled. Returns premium dollars if not disabled.
  • Business Overhead coverage
  • Buy/sell funding

Individual Health Care Plans

Long Term Care Planning

• Tax qualified policies from the major carriers in the industry
• Includes Nursing Home care, Assisted Living facilities, and Home Health care
• See our Long Term Care website at http://montgomerybenefits.net.
• Free quotes available.