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Individual Estate Planning

At Pension Investors Corporation of Orlando, we work with our clients on reviewing and/or implementing Wills and Trusts, evaluating potential estate tax liabilities for the most…

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SEP Case Study

Retirement plans help businesses, regardless of type or size, and there is a plan for everyone. Pension Investors Corporation of Orlando can help you find…

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Family Succession Planning

Family Succession Planning deals with the many issues of closely-held, family-owned businesses. With this plan, we look at the most effective ways to ultimately transfer…

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Accelerated Benefit Riders

Everyone has heard of life insurance, but have you heard of “accelerated benefit riders” (ABR)? Life is full of the unexpected. From opportunities to accidents,…