Juan Zapata

The Mark Anthony Group
Retention Planning
MYLOC

Phone: (239) 271-3855​
Email: [email protected]

Schedule an Appointment

Estate Protection

Old Antiquated Coverage
​(typically mortgage protection or similar)

• No Living Benefits
• Checks one box
• 99% of the time never pays out (expires)
• No conversion option
• Structured incorrectly

​Estate Protection
​Coverage

• Covering the Estate against total loss
• Checks up to 18 boxes 
• Built in "Living Benefits"
• Can convert to a Permanent option
• Structured to absorb all debt

Call Us: (239) 271-3855​

Schedule an Appointment

Living Trust 

Typical Estate (Will & Testament)

• Will & Testament a State Government Plan
• Is public record
• Usually involves going to Probate
• Can take up to three years to settle
• Can be costly (8-24% of the Estate)

Establishing a Living Trust 

• Pour over Will's inside of the Trust
• Private (no public record)
• Avoids Probate
• No waiting period 
• Limited out of pocket costs

Schedule an Appointment

It’s Only Too Late If You Never Start