INTRODUCING THE

ESTATEPLAN™ PLATFORM

Digitized • Feature Rich • Dynamic

Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.

INTRODUCING THE

ESTATEPLAN™ PLATFORM

Digitized • Feature Rich • Dynamic

Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.

ABOUT US THE eSTATEPLAN™

Convenient Access Anywhere

Establish your eStatePlan from the ease and comfort of your own home, view and update (24/7) your eStatePlan document set through your secure Client Console portal.

Formulate/Update Personal Medical Directives Anytime

Formulate/Update Personal Medical Directives Anytime

Create and keep your current personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical Card in your wallet.

Asset Protection

83% of retirement savings are at risk for 20% to 50% losses.

Watch this short video to learn how and why, and what you can do about it.

If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account:

Watch this short video to learn how tax free can be better than tax deductible.

Watch this short video to learn how life insurance companies now allow you to take a portion of your death benefit if you experience a critical illness like cancer, heart attack, or stroke.

LIVING BENEFITS

MEET OUR ADVISORS

Joe Tu has over 20 years of experience in the investment and financial sector working with industry leaders including Starwood Capital and Invesco. He is now focused on guiding small business owners and families toward sound financial and health decisions. He specializes in tax-free, risk-free, wealth-building programs for retirement, estate planning, and generational wealth transfer. Joe earned Bachelor’s and Master’s degrees from New York University. He is a proud father of four children, all of whom are black belt martial artists and Gold Medal National Champions.

JOE TU

Sean Pfeiffer has been advising clients on tax matters, insurance and financial planning for over 20 years. He earned a BA in Economics from Sewanee: The University of the South after graduating from Dallas Jesuit. He holds a Series 65 Securities license and is the agency broker for Reference Insurance. As the national benefits broker for a major airline union, The UPS Stores Owners Association, Trustees Alliance and others, he holds insurance licenses in over 35 states. Sean lives in Rockwall, TX and enjoys cooking

and golf.

SEAN PFEIFFER

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