Our Services

Nest Egg Insured assists you by showing you how you may;

• ROLLOVER your 401k, 403b, & TSA to IRA’s so you can take advantage of the provisions available in the Internal Revenue Code
• AVOID the IRA TAX BOMB that allows the IRS to wipe out up to 50% of your Retirement Account value in TAXES.
• Convert your IRA to TAX FREE INCOME
• Receive MARKET LIKE RETURNS without the risk
• INCREASE your monthly income
• REDUCE or ELIMINATE TAXES on your Social Security and Interest Income
• ELIMINATE the HIGH FEES on their investments
• AVOID PROBATE Expenses, Time, and the Cost
• ELIMINATE or reduce CAPITAL GAINS TAXES
• PROTECT YOUR LIFE SAVINGS from the high cost of Long Term Care
• TAKE ADVANTAGE of Tax Exclusion ratios
• LIFETIME INCOME

We also conduct Educational Seminar workshops for Businesses, Private Groups, Church Groups, and the General Public.

We at Nest Egg Insured take pride in providing prompt and courteous service to our clients.
These services include but are not limited to:

• Acting as liaison between our client and their insurance company
• Administration of insurance policies and handling our clients claims
• Providing proposals unique to each client in selecting appropriate solutions to their needs
• Providing side by side comparisons to our clients existing policies versus ours
• Providing statistical information on Company ratings, values, history
• Complete explanation of the benefits of the policies including limitations
• Providing educational materials to assist the client in their decision making
• Referring our clients to other retirement specialists when the need arises