Wealth Preservation Services of Virginia

Olin West III, MD, CSA, CLTC, FAPA

Learn how to grow your nest egg while protecting your gains.

Olin L. West, MD and Wealth Preservation Services of Virginia, LLC would like to share with you some ideas that have helped many Seniors preserve their retirement, standard of living, and most importantly, their peace of mind.

As insurance professionals, we naturally have a wide variety of life insurance, fixed, and fixed annuity products to accommodate the needs of our clients. But our particular subspecialty expertise is what sets us apart.

Particular Subspecialty Areas:

Roth Conversion Strategies – How much to carve out as well as Calculations for minimizing Income Tax requirements
Retirement Income Planning – How to incorporate “Lifetime Income Benefit Riders", and creative use of "Split Annuities"
Good strategies for fixed Asset Allocations
Annuity laddering
MEC strategies for growth, liquidity, and advantaged distribution to heirs
Use of Irrevocable Life Insurance Trusts for income and distribution planning
Affordable asset allocation tactics for Long-Term Care hedging
(No loss of premiums in the absence of LTC need)
Lowering taxes on Social Security income