Investments

• Held by two nationally recognized investment firms. – We will not risk your funds with a small organization.
• Multiple Asset Allocation Models are utilize. - A risk assessment allows your funds to be safely invested, one size does not fit all, your funds should be invested based on your needs and goals.
• No proprietary investment products are used.
• No front load or back load investment products are used.
• Full corpus transferable if necessary

Trustee

• The charity is your trustee, not an individual
• When your trust is court supervision we add an additional layer of protection by having a state chartered bank as trustee to be sure we meet all the state probate codes.

Qualities

• No minimum funding
• Online enrollment system
• Documents in days
• Accept Medicare Set-Asides
• Accept Structured Settlements
• Any age may enroll