My name is Fred Orentlich and I have been a licensed insurance-financial professional for over 30 years. I am currently licensed in over 10 states as an Independent Producer to transact, market, and consult on various products including Annuities, encompassing Fixed Annuities, Equity Indexed Annuities and Multi Year Guarantee Annuities, as well as Life Insurance, Modified Endowment Contracts, Long Term Care Insurance, Disability Insurance, Medicare Supplements and Health Insurance.
I am the president and founder of Senior Financial Services Inc, the Insurance Selection Agency and a member of the Asset Protectors and Advisors group.I have received multiple awards over the years from several Insurance and Financial Services companies as well as the State of Massachusetts presented by the Governor of Massachusetts for the treatment of employees including the hiring of persons with disabilities.
I am the president and founder of Senior Financial Services Inc, the Insurance Selection Agency and a member of the Asset Protectors and Advisors group.I have received multiple awards over the years from several Insurance and Financial Services companies as well as the State of Massachusetts presented by the Governor of Massachusetts for the treatment of employees including the hiring of persons with disabilities.
Services
Medicaid is a program that helps pay for medical assistance for certain individuals and families with low incomes and resources. This program became law in 1965 and is jointly funded by the Federal and State governments (including the District of Columbia and the Territories) to assist States in providing medical long-term care assistance to people who meet certain eligibility criteria.
The United States of America is the greatest country in the world! She has earned her freedom! It takes a lot to keep her thriving and it is our duty as citizens to pay our fair share of taxes. But as we save for our future, we want to make sure that we minimize our tax liability. We understand that every cent in your retirement account is precious and we have ways to maximize your return while keeping your tax liability to an absolute minimum.
A Stretch IRA is a wealth-transfer strategy that allows you to extend the period of tax-deferred earnings on the assets of a pre-existing, or newly established IRA by passing your IRA assets to a younger beneficiary. This allows the money that would have been paid in taxes to work for your heirs, instead of Uncle Sam.
Purchase a life insurance policy to cover the loan against the assets, and provide a substantial payout to the charitable beneficiary upon death or maturity date. Create an additional income stream for you without liquidating or putting "at risk" any of your assets. At the same time, providing to a charity an income stream of $50,000 to $500,000 each year without depleting the estate.
It can plainly be seen that traditional plans may not be the best solution for your company or employee's retirement needs. For businesses, the benefits for Life Insurance far outweigh the benefits for the traditional plans. If you are interested in offering Life Insurance for your employees or just yourself, please contact us.
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