AISOA

Working With Business Owners

Assisting CPAs and Financial Advisors

Working with Middle Income Individuals

Helping Special Needs Families

Retirement Planning

Wealth Transfer for High Net Worth Individuals

Index Universal Life

Guarantee Universal Life

Term Life Insurance

Seniors who own life insurance or their financial advisors

by Frederic Berger | Feb 3, 2016 | Financial | 0 Comments

Seniors who own life insurance or their financial advisors: Please do not throw unneeded or unaffordable life insurance policies out yet. You may be throwing good money away! RECENT LIFE SETTLEMENTS SUCCESS STORY Wife received the husband’s $1,000,000 UL policy in a...

Additional new company to launch life insurance policies for those with HIV

by Frederic Berger | Dec 4, 2015 | Life Insurance | 0 Comments

We are excited that we now have 2 companies that may provide life insurance for individuals with HIV+. Prudential to launch life insurance policies for those with HIV It will still take the careful skill to package each client with HIV+ in order to get the best...

Sign Up To Stay Informed

First Name

Last Name

Email Address