Since 1993, we've been helping people plan for both the unexpected, and the inevitable. 

You wouldn't go on a trip without a map. You wouldn't use the same map for every trip. We've assembled the best professionals and products for estate, trust, health-care directive, and The PPS Bereavement Plan℠ so you don't have to do the heavy lifting. 

The PPS Bereavement Plan℠

1.  Planning Ahead - An Overview

2. The PPS Bereavement Plan℠

   • The PPS Funeral or Cremation Plan℠

   • The PPS Bereavement Fund℠

   • The PPS Bereavement Care Program℠

3. Final Expense Trust for Special Needs

our services

1. Estate Planning

   • Advanced Health Care Directives

   • Preparation for Estate Planning Attorney Meeting

   • Review of Estate Planning Documents

2. Long Term Care Products

   • Hybrid

   • Insurance Riders

   • Traditional

3. Life Insurance Products

   • Whole Life

   • Term Life

4. Annuity Products

   • Fixed

   • Variable

   • Immediate

Our partners

We’ve chosen to work with only the very best service professionals in the business to bring you a comprehensive estate and financial plan to fit your needs. 

• Estate Planning Attorneys 

• Wealth Advisors

• Insurance Agencies

• Fiduciaries

• CPA Firms 

• Home Health Care Providers

• Funeral & Cremation Providers

Are you a professional who offers one of the above products or services? We're always looking for new partners. Get in Touch→