To schedule a consultation please contact our office at 402.614.9489 or fill out the form below.
Before purchasing an annuity, read our Complimentary Soar with Safety brochure
In most states, life insurance death benefits and cash values are exempt (in whole or in part) from the claims of creditors of the insured. However, the exemption for life insurance cash values may depend on the ability to prove there is no attempt to defraud a creditor.
Disability, long-term illness, or death can damage even the most carefully though-out financial plan. We offer access to a wide range of life insurance plans to provide security and peace of mind to you and your family. We can also develop a plan to protect your existing lifestyle in case of a major life change or loss of income. Robert J. Brown and Associates is an independent life insurance brokerage and specializes in insurance for estate preservation and estate splitting to protect your lifestyle, estate, business or farm/ranch when liquidity is needed most. We serve the needs of our clients not the needs of the life insurance company.
- Financial Services and Planning
- Joint and Survivor Life Planning
- Extended IRA Designation Agreements
- Individual, Business, and Insurance Planning
- Business Succession Planning
- Advanced Estate Planning for Individuals, farms, and ranches
- Advanced Charitable Gift Planning