Business Description:
Insurance planning with the strategic implementation of life insurance, annuities, long term care, medicare, and final expense.
Creation of 401K Profit Sharing Plans and DB Pension Plans for Business Owners along with Rollovers for Business Startups (ROBS).
Self-Directed IRAs for individuals who want to invest their IRA funds in alternative or non-traditional investment such as real estate, opportunity zones, precious metals, etc.
How Business Creates Value:
Delivery of Sensible solutions in pursuit of the stated goal. Goals varies with individuals, families, and business owners.
How Member Creates Value:
Authentic and genuine communication. I listen for what matters most that makes a difference, and when possible be a contribution to that person in pursuit of what matters to them.
SERVICES OFFERED
Life Insurance
Guaranteed Universal Life Insurance
Indexed Universal Life Insurance
Universal Life Insurance
Whole Life Insurance
Annuities
Multi-year Guaranteed Annuity
Fixed Annuities
Fixed Indexed Annuities
Long Term Care
Asset Based Long Term Care
Medicare
Medicare Supplement Plans (Medigap)
Final Expense
Self Directed IRAs
IRA LLCs
401K Profit Sharing Plans
Defined Benefit Plans
Rollovers for Business Startups
WHY ALLAN
I discovered the source of my passion in Philanthropy while working in the office of development at the University of Michigan. During that time, I raised over 900K from Alumni giving back to their respective schools. The gratitude they expressed moved me to find a place where I could recreate that feeling for others and myself.
My greatest contribution is the ability to deliver what matters most to my clients. I listen for what matters most that makes a difference, and when possible be a contribution to that person in pursuit of what matters to them.
If you’re ready to explore what’s possible, then I invite you to send me a message on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.
Here’s my calendar:
https://calendly.com/allan-small/15-minute-session