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Plan today for your family's security tomorrow.
What will your legacy be?
At Valente Insurance Group, we strive to provide the best solutions to protect you, and your loved ones. Our team of experienced professionals is dedicated to understanding your needs and guiding you through the process of choosing the right solution. We believe in creating personalized plans that suit your unique circumstances, ensuring that your family's future is secure. Let us help you safeguard your legacy and provide peace of mind for you and your family.
How to Keep Your
Mother-in-Law Out of
the Man Cave
Our Services
1
Long-Term Care (LTC)
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"Age in place” in the event of necessary extended health care
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Tax-efficient, tax-free, and self-funding strategies
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Pension Protection Act 2006 strategies
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Secure Act 2019-2020 tactical ideas
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50, 75, 100 % LTC protection hedges
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RMD leveraged Long Term Care plans
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Rule 72 (t)&(q) strategies
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Front-loaded flexible pay LTC funding
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Accumulating a pool of tax-free LTC funds
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Business owner Long-Term Care planning
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Business owner Section 162 Executive bonus plan for key employees
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Multi Life funding opportunities
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How to start the "LTC" family conversation
2
Annuities
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Alternative strategies to low-interest bond returns
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Guaranteed cash flow and income protection for life
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Tax-deferred growth potential
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Tax-deferred principal protection
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Annuity reviews, 1035 tax-free exchange
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Inherited IRA - Liquidity Maximization
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Pension Protection Act 2006 strategies
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Secure Act 2019-2020 tactical ideas
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Annuity funded LTC plans
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Roth IRA, 401(k) rollovers
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Rule 72 (t)&(q) strategies
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60/40 alternatives
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Fixed Indexed & Variable Annuities
3
Life Insurance
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Death benefit protection
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Mortgage Protection
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Instant Decision IUL to age 60 / $1.5
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Instant Decision Term to $2.5 Million
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Legacy and Estate planning
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Life insurance for health challenges
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College planning supplementation
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Tax-free growth protection, and leverage
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Extra tax-free reserve cashflow
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Tax-free Cash flow $10,000 -$100,00+ year
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Multigenerational planning
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Gifting strategies
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(ILIT) Irrevocable Life Insurance Trust, reviews
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Split-Dollar Life Insurance
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Second-to-die. Survivorship Life
4
Disability Insurance
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"Income protection” in the event of unexpected disability
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Tax-efficient, tax-free, and self-funding strategies for disability coverage
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Employer-sponsored disability insurance options and benefits
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Secure Act 2019-2020 strategies for disability income planning
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Front-loaded flexible pay disability insurance funding
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Accumulating a pool of tax-free disability income funds
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Business owner Disability Insurance planning
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Business owner Section 162 Executive bonus plan for key employees
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Multi Life funding opportunities for disability insurance
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How to start the "Disability Insurance" family conversation
5
Medicare Supplements
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"Gap coverage" to enhance Original Medicare benefits
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Tax-efficient, tax-free, and self-funding strategies for Medicare Supplement plans
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Understanding Medicare policies and their benefits
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Secure Act 2019-2020 strategies for supplementing Medicare
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access to funds for Medicare coverage
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Front-loaded flexible pay options for Medicare Supplements
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Accumulating a pool of tax-free funds for Medicare Supplement premiums
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Business owner Medicare Supplement planning
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Business owner Section 162 Executive bonus plan for key employees' Medicare coverage
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Multi Life funding opportunities for Medicare Supplement policies
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How to start the "Medicare Supplement" family conversation
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