Wealth Preservation Associates
is a concept as much as it is a company. Our vision is client
wealth preservation, perpetuated through the generations by
employing the safety and protection of insurance
Health Insurance to protect from
the calamity of catastrophic medical situations that have
been singled out as the number one reason for personal bankruptcy
in the United States.
is often viewed as an optional insurance plan. When
in reality it should be viewed as just as important as any
other insurance coverage you have. In fact when you think
about it the odds of a major medical calamity impacting a
person's life are much greater than the automobile being stolen
or the house burning down, and we would not think of going
without that coverage. Lack of sufficient Health Insurance
is the number one reason for personal bankruptcy in the United
Medicare is a federal health insurance
program that pays for a variety of health care expenses. It's
administered by the Centers for Medicare & Medicaid Services
(CMS), a division of the U.S. Department of Health & Human
Services (HHS). Medicare beneficiaries are typically senior
citizens aged 65 and older. Adults with certain approved medical
conditions (such as Lou Gehrig's desease) or qualifying permanent
disabilities may also be eligible for Medicare benefits.
Similar to Social Security, Medicare is
an entitlement program. Most U.S. citizens earn the right
to enroll in Medicare by working and paying their taxes for
a minimum required period. Even if you didn't work long enough
to be entitled to Medicare benefits, you may still be eligible
to enroll, but you might have to pay more.
Life Insurance to protect beneficiaries
from the devastation caused by the death of the family leader.
Whether that is the traditional family, or a business entity
there can be insurmountable financial problems caused by
that unexpected loss. We also strive to build life insurance
investment strategies for clients that not only preserve
the estate but offer significant cash value for the living.
Annuities to take the risk out
of investment for a long term, safe yet competitive investment
strategy. Annuities provide an excellent vehicle for
seniors who want to continue to grow their wealth, but can
not afford to start over again in a down market. Fixed
Annuities and Fixed Index Annuities offer excellent
benefits for beneficiaries, and provide options for long term
care, and multi generational distributions. Annuities
can also play an important role in a middle aged individuals
diversification strategy. As Warren Buffet once said "A
good investment is one that does not lose money".
Wealth Preservation Associates
has some elements that may have clients wondering how an insurance
solutions provider brings anything new or revolutionary
to the table. The last thing we will do is hit you with the
same old tired tag lines, "Give us 15 minutes" and, "You're
in good hands"
First of all we're finding most of these
are just that: tag lines. They create a familiarity but not
a vision or a culture. Wealth Preservation Associates
is an enabling organization. Wealth Preservation Associates
is a concept organization. Wealth Preservation Associates
is a results driven organization, and our results are measured
by our client's success, which most definitely is our own.
"Protect Your Assets" "Preserve Your Wealth"
Our clients are the driving force behind
who we are. We really sell nothing. We enable people to pull
together elements beyond their own personal means to insure
that no catastrophic or debilitating event will ruin them
or their families.
We strive to create "Piece of Mind". No
individual should work their whole lives to not be given the
opportunity to live their retirement years in comfort; to
pass on to future generations a piece of their legacy. Our
clients create their legacy. We hope to preserve their wealth.
Our clients build their wealth. We hope to secure it for them
and their future generations.
We want our brand to be synonymous with
honest, well designed, practical insurance based solutions
that "Protect Your Assets" and "Preserve Your Wealth".
We accomplish that by bringing together solutions from the
top rated health and life insurance providers and the
safest, most successful annuity providers. When we
are successful so are you.