A Rich History of Service
We have helped thousands of retired Americans in eight states chart a course for the most efficient and effective ways to accumulate, conserve, distribute, and protect their hard-earned assets in a manner that best meets their objectives. UPI Senior Advisors is committed to educating people about their retirement choices and their estate planning needs for a worry-free retirement.
We sponsor educational seminars as a way to introduce potential clients to our company and the services we can provide. After attending, if you are interested in our help, you can schedule an appointment at your convenience.
Topics to be discussed at our FREE workshop include:
- "TODAY'S HOTTEST FINANCIAL CONCEPT."
- TAXES - Learn how to use the tax code to legally avoid probate and cut your taxes in half! The government is not responsible for notifying you of your eligibility. You need to get informed.
- INCOME - Learn how you can get an increased inflation proof income and lower your taxes... Simultaneously.
- SECURITY - Learn how to protect and preserver your money without sacrificing returns.
- IRAs - Learn how to increase your IRA instantly!
- MARKET RISKS - Learn how to earn potential high returns without risking your principal.
- ANNUITIES - Learn a simple method of splitting annuities to increase your income and lower your taxes.
- HEIRS - Learn how to leave heirs tax-free money.
- LIFE INSURANCE - The favorable tax treatment it enjoys, when it is a smart move, new policies for older Americans.
- NURSING HOMES - Learn about a low cost alternative to the high cost of nursing home insurance.