Just like everything else, financial assets evolve. Even the safe and guaranteed. Are you in the right policies with the right coverage's as life changes? TUSK provides education and awareness of the clients assets. For TUSK, it does not matter where the asset came from, each needs to be evaluated and tailored and coordinated with every other part.
People are living longer, the market is more volatile than ever. We can identify the keepers, maximize and manage assets for clients, even if we did not sell the asset to the client. A keeper is a keeper, and TUSK integrates your assets into a coordinated, client eccentric, program. A second set of eyes, and ongoing, fact based evaluation of life stage and financial situation is what client service keeps up to date and considered with the plan.
Personal Assets, Business assets, are not fixed assets. The valuations, the positions, change over time. TUSK management integrates your products with your assets, and we make adjustments, up and down, to meet the clients needs.
TUSK quarterbacks client risk with a team of technical experts to mitigate risk, avoid a mess, and improve quality of life.
How do you manage risk?
Life insurance - manage that tax free asset, pay the least and get the most. What is your exit strategy for the business policies?
Annuity- lets look at the fees and make sure you have the best. Tax deferral, guaranteed income, safe money with market benefit, but eliminate the down turns. No fee, low fee, we make sure it is the best of what is out there.
Limit risk, guarantee income, mitigate and lower all types of taxes.
Oh, and some low cost or free long term care is available.