National Future Benefits Estate & Risk Management PlanningScottsdale Office 7150 E. Camelback Road, Ste. 333, Scottsda...
Estate & Risk Management PlanningBenefits of an Estate Risk Management Plan may include the following: – Avoid the ti...
Products and ServicesEstate Risk Management Planning and Service Package – Analysis and evaluation of estate, risks, goa...
Our CompanyNational Future Benefits offers comprehensive Estate and RiskManagement Planning services. We work with experie...
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National future benefits - NFB Estate Planning

National Future Benefits offers comprehensive estate planning services, insurance and guaranteed fixed annuities
Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - National future benefits - NFB Estate Planning

  • 1. National Future Benefits Estate & Risk Management PlanningScottsdale Office 7150 E. Camelback Road, Ste. 333, Scottsdale Phone: +1 480-367-1533
  • 2. Estate & Risk Management PlanningBenefits of an Estate Risk Management Plan may include the following: – Avoid the time and cost of probate – Distribute assets according to your desires – Manage assets in the event of your incapacity – Keep your affairs private (out of court records) – Reducing taxes – Maximizing what is left to loved ones – Ensuring loved ones are financially secure – Protecting assets from the cost of long term care – Guaranteed Income for life – Protecting assets from lawsuits and creditors
  • 3. Products and ServicesEstate Risk Management Planning and Service Package – Analysis and evaluation of estate, risks, goals and concerns – Design and develop plan – Delivery, witness and notarize legal documents – Storage of extra set of certain original legal documents in the event yours are lost or destroyed – Annual reviews and analysis of plans, documents and law changes to ensure they are up to date and still fit your current lifestyle and goals – Creation of customized guides to keep important information, instructions and documents organized to help manage and settle estateInsurance Products – Life Insurance – Long Term Care – Annuities
  • 4. Our CompanyNational Future Benefits offers comprehensive Estate and RiskManagement Planning services. We work with experiencedestate planning counsel in designing specialized plans thatmeet each familys unique needs to properly provide for thelegacy that each client desires.National Future Benefits has been ranked #1 in its category byRanking Arizona magazines "Best of Arizona Business" in2007, 2008, 2009 and 2010.

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