Leo Gibney

Licensed Insurance Producer & Retirement Specialist

I design solutions to meet the unique and specific needs of my client.

I listen carefully to make sure that you receive a solution that accomplishes your goals.

Annuities

Let me help you by modeling the type of annuity to best meet your financial goals.

  • Guaranteed lifetime income (your own pension)
  • Tax deferred growth
  • Protection from market volatility
  • Potential death benefit for beneficiaries

Medicaid-Compliant Annuties

Let me help you keep from having to liquidate your assets to pay for a loved one’s long term care. Let me help you plan for this if you should be in a difficult situation like this.

Long-Term Care Planning

This can be crucial for ensuring that you can weather the high cost of long term care, and for reducing the burden on your family when it comes to the kind of care you may need. I can help you navigate planning for this.

Indexed Universal Life (IUL)

While I sell all types of life insurance, IULs have the advantage of providing you with life insurance, a death benefit for your beneficiaries, and the potential for long term growth to provide for your retirement. All with important tax-deferred advantages.