Agency of America, Inc. - Overview

Agency of America Inc. is a full-service, multi-line, interstate agency that offers a wide range of financial planning services. Our dedicated team is experienced and trained to serve your best interests, ensuring that we provide you with the most effective solutions for your financial needs.

In the realm of Personal Financial Planning, we offer Immediate Improvement through the Power of NowTM, allowing you to make immediate positive changes to your financial situation. We also provide powerful plans for College Funding that offer excellent tax-free growth, tax-free and penalty-free withdrawals, and can be used for any purpose. Additionally, we offer complete financial protection through innovative and state-of-the-art life insurance and annuity products.

For Retirement Planning, we offer various strategies such as Leveraged Retirement, which allows you to achieve more retirement benefits without increasing your costs. We also specialize in maximizing your Social Security benefits through our Seven Keys approach. Our Annuity Arbitrage strategy provides you with a low-cost solution that generates substantial income and coverage. We can also assist with Pension Max, IRA Max, Roth Max, and other innovative ways to maximize your retirement savings. Furthermore, we help you plan for healthcare costs and disability during your retirement years.

In terms of Business Planning, we offer services such as Executive Compensation and Bonus Plans, as well as Pension plan rollovers to maximize benefits under new laws. We also provide Business Transition plans for succession and buy-sell arrangements, along with Leveraged Retirement options tailored specifically for businesses.

Estate Planning is another area of expertise for us. Our services include Estate Max, which helps you maximize your estate value immediately. We work in coordination with your other advisors to ensure comprehensive estate planning. We also assist you in preparing for potential issues with the Internal Revenue Service (IRS) and provide asset positioning strategies to minimize estate taxes and probate. Additionally, we guide you on how to best take care of your loved ones when you pass away and help you leave a lasting legacy through charitable giving.