Azure Insurance & Retirement was founded in 2015 by its founder Anthony (Tony) Wilkerson. I've resided in Minnetonka with my loving family for over 30 years.
Our passion is helping individuals and families entering and going through the frustrating retirement stages.
My background includes being an Entrepreneur of a Technology Company Since 1991, and Long-Term Care Agency owner from 2007-2012. During the latter time I became in versed in Medicare & Medicaid strategies that may help individuals preserve hard earned assets.
After seeing pain, confusion and frustration on our client faces, it became apparent that there was a need..
We currently work with Insurance & Annuity Specialists, Attorneys and CPAs to allow clients to achieve Wealth Preservation.
We help with strategic plans for Lifetime Guaranteed Income, LTC Needs, Medicare and Health Plans learned from working with the LeClair Group MN, and from experience gained performing FREE Revocable Living Trust Reviews to ensure accurate, up to date information. Any needed updates are referred to Partner Attorneys.
Guaranteed Income Consulting: INCOME. That, is the real need during your retirement! For Qualified Individuals and for No Charge we will utilize our Highly Regarded proprietary software to do a Personal Analysis of you and your spouse's life long (Guaranteed Income Streams). This also incorporates your Social Security analysis. We believe in Principal Protection first, to protect you and or your loved ones during your lifelong guaranteed income in retirement.
Social Security Strategies: Getting it right with Social Security Claiming can mean thousands of dollars in your pocket.
Fixed Annuities Consulting: Find out if a Fixed or Fixed Index Annuity will help preserve your capital in uncertain markets before or, while you are in retirement, and for income or estate purposes.
Medicare and Individual Health Plans Consulting: Designs to meet individual needs.
Long Term Care Strategies: See your different options.
Medicaid Consulting: Nursing Home? Free Initial Long Term Care Consulting to preserve your Nest Egg from Medicaid depletion.
Life Insurance Consulting: Term, Whole, Universal & Index Universal Life Insurance, for Families, Business Buy-Sell Agreements and Estate strategies, etc.. Find out which is best for YOUR situation.
Consulting Strategies for liquidating Life Insurance: Converting Life Insurance Policies no longer needed or afforded into possible elevated cash. Don't let your policy lapse without contacting us.
Disability Insurance: By not protecting your income you can unravel all of the things that you have worked for.
LegalShield & IDShield: Get affordable, unlimited Legal Support by a LOCAL law firm or ID Protection. Check out this You Tube video link then come back and ask us how to get protected.
Trust Reviews: Utilize our FREE complimentary (Revocable Living Trust) reviews for any possible changes or updates needed by your Attorney. Don't let outdated information become problematic.