Tim Sullivan sits down with Jorden Fields, portfolio protection and tax strategy expert from One America, to discuss,
- What are your options when it comes to portfolio protection and tax strategies
- We are living longer, and living longer with cognitive related illness, how to maximize your benefits
- Family dynamics - how portfolio protection and tax strategies can impact your spouse, kids, and loved ones financially
- Preparing for the possibility of the worst scenario
- The impact of your legacy
- What does Medicare look like in terms of portfolio protection and tax strategies