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Retirement, Estate Planning for Va. Seniors

Durable insurance policies to protect wealth. Robust financial tools to grow it.

You need both to achieve your goals:

  • Live a long and healthy life
  • Preserve independence
  • Keep families together
  • Provide for loved ones

Innovative Insurance Solutions offers personal insurance, business insurance and the following:

  • 401K, IRAs, annuities
  • Pensions, mutual funds, profit-sharing
  • Long term care insurance
  • Health insurance
  • Disability Insurance
  • Life Insurance (Whole, Term, Universal)

IIS founder Steve Purdy has more than 20 years experience planning successful estates and worry-free retirements:

Certified, Long Term Care (CLTC)
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Licensed Insurance Broker (LTC, Life, Health, Property and Casualty)
Licensed Registered Representative
Honor Roll, Million Dollar Roundtable (MDRT)

pdf How does long term care insurance work? Download the LTC Primer

Retirement Review. Contact IIS today. No costs, no obligations – just professional advice and comprehensive retirement planning tools.

"My wife and I attended a seminar Steve gave a few years back. We found him to be the most knowledgeable individual on LTC with whom we had discussed this issue. Steve shared information with us on the different providers of LTC and various options of their programs. When we chose a program, he was most helpful in resolving some questions that the provider had during the issuance process. We have been very pleased with the guidance Steve provided and the policies that he custom designed for us."
Cal and Ann Fowler

Read more IIS customer testimonials.

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