Expert Guidance

Benefit planning with safe harbor products can present some unique challenges. Rules and interpretations of those rules are constantly changing and evolving. Practical uses of safe harbor products vary, sometimes by state - even sometimes by county.


Our support team includes long-term care benefit planning experts that can assist you with product usage issues and provide techical support and guidance to help you support the use and sale of safe harbor products in your financial practice.

Smooth Sailing With Safe Harbor Annuities


3033 North Clark Street

Chicago, IL 60657


Tel: 855-663-4883

Fax: 855-710-7421

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