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Investment Services As a personal and commercial Insurance Broker, our goal is to provide you with  a comprehensive range of financial planning. At this time, we are very excited to announce to you the alliance with Game Plan Financial & Cavilier Associate. Game Plan Financial & Cavilier Associates are the leaders in financial whole sale brokers who carry companies that are only the top of the industry. These companies boast a rich history of over 150 years, and maintains a strong poltfolio of cutting-edge products and services. As a result of alliance, I am please to make these services available to you at Charge/No Charge. BAP Senior Planning BAP provide comprehensive senior plannings such as: - Retirement Planning - Medicare & Medicap Planning - Long Term Care Planning - Long Term or Life Income Planning

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Life's 3 FInancial Stages

25

62-67

70's-80's

Accumulation

Distribution

preservation

Risk Management

Save & Invest

Accumulation Property Protection Law Suit Protection Income Stream Replacement Against: Premature Death Inability to Work Unemployment Unforeseen Medical Costs Preservation Property Protection Law Suit Protection Medical Costs Long Term Care Medical Bills Prescriptions Income Stream Replacement Against: Premature Death Inability to Work Distribution Property Protection Law Suit Protection Medical Costs Long Term Care Medical Bills Prescriptions

Accumulation Retirement Future Purchase Education Funding Preservation Future Purchase Education Funding for grandchildren Death/Estate Taxes Probate Distribution Future Purchase Education Funding for Grandchildren Charitable Gifting Gifting Probate Death/Estate Taxes

This isn't part of any policy issued by its affiliated insurers and is not a binding part of any insurance. Contract which may be applicable to you. It contains only general information and description of the coverages which may be provided and doesn't include all of the features, exclusions, and conditions of the policy. It describes certain coverages features and credits vary by the clients, and may not be available to all insureds. BAP suggests you that you read your policy very carefully or consult with us to determin your actual coverages with licensed BAP professionals. In the event of loss, the terms of your policy will determine your coverages. Any difference in coverages descriptions between this writing & your policy are inapplicable and should be disregarded. Home About  Contact   Claim   Insurance