September Greeting:

In this time of national tragedy, our thoughts and prayers go out to the victims and loved ones of the bombings in New York, Washington and the crash in Pennsylvania. May you find the strength to rebuild from the damage and prosper more than ever.

Thank you for viewing my Web site. Since 1976, I've been offering insurance and financial services to many fine clients. Employee benefits are extremely important today, and for the employer, far too expensive. We offer a broad range of products to help meet your needs and your pocketbook.

One area that is very needed but often ignored is Long Term Care. As you may know, Medicare pays for approximately 20 days, should you or a loved one have to go in a nursing home. After that, you are basically on your own until you spend down your assets. One of the recent tax acts allows regular corporations to offer Long Term Care insurance and deduct the premiums. And you can pick and choose who gets the coverage under most circumstances.

Another area we work in involves helping parents and grandparents lower their estate taxes. This tax can be as high as 55%. In many instances it may be better to give assets away utilizing the $10,000 annual exclusion. We can help you work on an orderly approach. This may save many dollars from going to the government instead of your loved ones.

I majored in Risk Management and Insurance at the University of Georgia. Later, I received the Chartered Life Underwriter and Chartered Financial Consultant professional designations from the American College in Bryn Mawr, PA.

We don't charge a fee for the work we do. Instead, we are compensated by commissions from the companies we represent and from referrals.

Every month I will post a new message here. Please return to this page for my perpective on current news, information on employee and personal benefits, and some personal anecdotes.

So, send me an e-mail or call me at 770-998-1477. Let's talk.

Thank you,

Curtis L. Turner III, CLU, ChFC

Thanks,

Curtis Turner

Curtis L. Turner III, CLU, ChFC

P.O. Box 669814

Marietta, GA 30066

770-992-5313 (Fax)

cturner@executive-ideas.com

Back to Main Page