40 For 40 Program

In an effort to provide families with important information needed to protect their assets, income, and retirement savings, ULTRA Estate Planning is proud to offer the 40 for 40 Program.

Due to the Covid-19 restrictions in California, an alternative process has been implemented to help protect both working and retired families using the guaranteed methods listed below. ULTRA will employ the use of our educational videos, phone consultation, or online Zoom conferencing for members with a licensed, bonded, and insured ULTRA staff member to complete estate and retirement planning.

The focus is to educate members on all facets of estate protection and retirement planning including the following:
  1. PENSION MAXIMIZATION PROGRAM – GUARANTEED INCOME FOR GENERATIONS
  2. RETIREMENT PLANNING – RISK FREE INVESTING WITH STOCK MARKET GAINS
  3. REVOCABLE LIVING TRUST – ELIMINATE PROBATE – EXCLUDE THE GOVERNMENT
  4. ELIMINATE TAXES – KEEP MORE OF YOUR INCOME
  5. LONG TERM CARE PLANNING – MEDI-CAL QUALIFICATION GUARANTEED

Contact Us to Learn More