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 process.
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.
