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Reduce income taxes
Spread capital gains over 30 years
10% pre-tax income
Avoid major loss on investments
Pay insurance w/tax-free dollars
Home and second home out of estate
Long Term Care insurance
Term or permanent life insurance
Transfer 401K, 403B, etc to IRA
IRA distribution options
Living trust or will
Second marriage, both have children
Dynasty Trusts
Charitable Trusts
College Education Planning
Self-Employed Pension Plans

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* Securities offered through Sorrento Pacific Financial, LLC Member FINRA / SIPC
Office of Supervisory Jurisdiction:
10455 Sorrento Valley Road, Suite 101 · San Diego, CA 92121
Investment Advisory Services provided through Partnervest Advisory Services, LLC.
A registered Investment Advisor
Insurance services provided through Partnervest Insurance Services, LLC