Courtlandt Financial Group

CONNECT

Address:

18218 McDurmott East, Suite A
Irvine, CA 92614

Phone:

800-994-7094

Fax/Other:

949-251-6911

 Free Life and Annuity Policy Reviews available. Contact us without cost or obligation to learn more!

 

Insurance for Risk Management and Reduction

Predicting and mitigating risk are critical to estate preservation. It is important to understand that risk is not always health and life related. Potential liabilities extend beyond the obvious to include; estate taxes, business overhead expenses, and loss of income due to temporary disability. As you plan and prepare to protect against contingencies, a review of existing insurance should be in order. We seek to help by reviewing and analyzing the current coverage and limits on all of your policies against your potential exposure. With this information, we can help you determine whether your current coverage is adequate based on your current circumstances and future needs. Remember, not all policies and companies are equal.  Learn more - use our Life Insurance Calculator
  
It can be difficult to think about getting old or needing help. However, without proper planning, you or your loved ones could potentially be faced with significant expenses associated with your long-term care needs.  By preparing today, you could potentially mitigate a portion of those expenses. We seek to assist with asset protection strategies that could help preserve your estate and avoid spend down, thus enabling you to remain in your home and independent for a longer period of time.  Learn more about Long-Term-Care Costs
 
 
 
Financial Strategies
Learning Center
 
We’ve compiled the following list by objective in order to help you identify your options.
 
 
We’ve accompanied each investment and financial strategy with the following training tools: 
  • Articles: Educate yourself on a variety of financial topics
  • Calculators:  A host of financial tools to assist you
  • E-Seminars & iMoney: Animated presentations to help you learn and decide. 
 
 

Insurance Products 

 Financial Strategies
Learning Center 
Comprehensive Plans 
 
 
 
 
iMoney:  You, Inc.
 
E-Seminars:  Long Term Care
                        
 
Deferred Annuities
 
 
 
 
 
Disability Insurance
 
 
 
 
Fixed Annuities
 
 
 
 
 
Fixed Life
 
 
 
 
 
 
Health Insurance
 
 
 
Home Health Care
 
 
E-Seminar:  Long Term Care
 
  
Immediate Annuities
 
 
 
 
Indexed Annuities
 
 
 
 
Indexed Life
 
 
 
 
  
Last/Second to Die Policies
 
 
 
 
Nursing Facility Care
 
 
 
E-Seminar:  Long Term Care
 
 
Overhead Insurance
 
 
 
Survivorship Life Insurance
  
 
 
 
Term Insurance
 
 
 
Universal Life
 
 
 
 
Variable Annuities
 
 
 
 
 
 
 
 
 
Variable Universal Life
 
 
 
 
 
Whole Life
 
 
 
 
 
 
  
   
Insurance Planning Services
 
 Financial Strategies
Learning Center
Annuity Exchange Analysis
 
 
Dependent Care & Nursing Home Expense Planning
 
E-Seminar:  Long Term Care
 
 
Insurance Needs Analysis
 
 
Insurance Policy Comparisons
 
 
 
Pension Maximizers
 
 
Surviving Spouse Needs Analysis
 
 
 
 
  
 
Estate Planning Services
 
  Financial Strategies
Learning Center
Asset Protection Strategies
 
 
 
 
Education Funding
 
 
 
 
 
 
 
Estate Conservation Plans
 
E-Seminar:  Estate Conservation
 
 
 
Estate Liquidity Needs Analysis
 
 
Estate Tax Liability Reduction
 
 
 
E-Seminar:  Estate Conservation  
 
Family Limited Liability Companies
 
 
Gifting Techniques
 
 
 
Trusts
Living Trusts
 
 
 
 
 
 
 
 
 
Wealth Preservation Plans
 
 
 
 
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck