Do your clients run a huge risk of going broke in a nursing home?

As an independent insurance agent or financial advisor, did you know that you can protect your clients’ home and assets from being lost due to a long-term illness or nursing home stay without buying expensive long-term care insurance or paying out-of-pocket?  Congress has passed laws which allows your clients to save their home and assets rather than spending them on long-term care!

Never Heard About This?

Most people haven’t and our government is NOT required to tell your clients!  Pass on your legacy with ease and avoid the costly medicaid spend down.  Are you prepared?

There is an e-book with supporting material on K Gabriel Heiser’s new Trusts book titled “Trusts to protect your assets from medicaid”.  Thank you for interest and learning more.

Do your clients know how they’re going to pay for nursing home or assisted living care for themselves and their spouses?

What about still being able to pass on their legacy to loved ones the way they intended?  Their home, their cabin, cash, liquid assets?  Most people have no idea their entire legacy is at risk with the Medicaid government spend down.  Now you can help your clients and yourself.

To find out how to offer this special protection plan…
Book a call with me right here.

Want a steady stream of highly qualified new leads?

Imagine waking up every morning to a steady stream of red-hot new leads.  We’re talking about highly qualified leads.  Ones that are looking for what you have to offer.

Our team helps independent financial and insurance agents get regular leads.  This lead system includes back office support, telemarketing and direct mail follow-up, all on your behalf at no cost to you.  This system has been successful around the country, in all markets.

To find out how you can grow your business with new products and services, as well as quality leads flowing to you, book a call with me here.

It’s like a magnet…drawing them to you

With it, you can build a list of the finest, best-qualified prospects, people who are most likely to end up becoming your very best customers and clients.

My team and I specialize in helping independent insurance agents and financial advisors grow their businesses with lead systems and specialized products and services.  Not only do we help you get new clients, but we give you great reasons to call your existing clients to offer them new products.

I’d love to tell you more about how these programs can have a significant impact on your bottom line.  Book a call with me NOW!
I look forward to helping you get more new clients and generate more business from your existing clients.

Book Call Now!

The Research and Experimentation Tax Credit

Profit Recovery

As of 2020  –  Our team has been assisting in the asset protection medicaid spend down arena and are helping others pass on their legacy with ease.  This has brought new opportunities for business owners who also have found they are missing out on tax credits and tax incentives.  Please reach out for your profit recovery of money you have over paid.  Request your free information, no cost for our help to see what you’re missing out on.
How soon could you use your money and wish to have it protected?
Book Call Now!

Nationally recognized service affiliates

Working with best selling author.

Nationally recognized service affiliates will educate you on protecting all your assets from the medicaid spend down, affordably, payment plans, no credit checks and 0% interest available.

Book Call Now!
Credit Checks

Ready to Talk?

To find out more about how you can offer this to your clients, book a call with me here.  I look forward to showing you this incredibly powerful program to help protect you and your clients.


P.S. When we hop on the call I’ll show you how this unique program can work for your business and your clients.  You can book a call that works with your schedule here.

Book Your Call NOW!

Contact Us

Cornerstone Estate Plans Wisconsin
383 East Montello Street,
Montello, WI 53949
(608) 403-7008

We have six Midwestern offices to serve you, affiliates nationwide.
Ashland, Montello, Adams, Oxford, Union Grove, Chicago