Watch This Video Learn How To Protect The People You Love And The Assets You Have

Learn more about two of the most qualified and trusted advisors in the industry today.  

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Karlan Tucker has achieved remarkable success over the past 35 years as an entrepreneur, and insurance and securities advisor.  

Karlan has personally sold over $200 million in Indexed Annuities, Life and AUM. His marketing organization, Tucker Advisors and RIA Tucker Asset Management have sold and manage billions more.  

He has qualified for American Equity’s Chairman’s club for many years as a top ten personal producer, top five marketing organization and occasionally both in the same year.  

He continues his personal practice today, creating Retirement Income Plans for his clients and teaching his network of advisors how to follow a simple highly successful track to increase their income as well as time off.  

Karlan and his wife have three grown children and have enjoyed 31 years of marriage. Years ago they co-founded a 501C3 with two other friends that has helped fund orphanages in Cambodia and Myanmar as well as helping people throughout Southeast Asia with their physical and spiritual needs.  

Darren Petty is passionate about helping families plan for the future. In his primary role with Tucker, Darren serves as a Retirement Income Architect, working with individual families to help their wealth stand the tests of time. Darren’s clients have optimized their portfolios to maximize growth opportunities, solidify income sources, balance cost with opportunity and mitigate their tax burden.  

Along with his father-in-law, Karlan Tucker, Darren is a full-service financial fiduciary with a passion for helping families protect and grow what they value most.

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In this analysis, you'll discover...

  • The best options for keeping you financial legacy safe from probate. 
  • Advanced planning techniques to reduce your estate taxes. 
  • How to prevent family discord and costly legal expenses through an estate plan.
  • How to protect your assets from unforseen creditors. 
  • Plus, how to efficiently transfer you estate to your heirs in an orderly manner.
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  • Why no estate is too small to protect.
  • Why it's never too early to prepare an estate plan.
  • The pitfalls of leaving your assets as joint tenancy.
  • How to accurately determine your taxable estate.
  • And much, much more! 
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