About
The Integrity Life Brokerage is an independent financial services firm in Babylon that builds retirement strategies around insurance products. Founder and President Jim Capuano and his team work with clients on retirement income planning, annuities, life insurance, asset protection, long-term care strategies, disability income coverage and tax-efficient planning, with particular attention to holding savings in accounts that are taxed in different ways. Jim is licensed for life, annuity and health insurance and is an IRMAA Certified Planner, so he can help retirees see how income decisions may affect the surcharges added to Medicare premiums. The firm also offers True Freedom Home Care plans, which give members a set number of prepaid home care hours in place of a standard long-term care policy. New clients can start with a no-obligation meeting or a 15-minute phone call. The firm also serves other financial professionals as a brokerage general agency.
Services
- Retirement Income Planning
- Annuities
- Life Insurance
- Long-Term Care Strategies
- Asset Protection
- Tax-Efficient Strategies
- Disability Income Insurance
- IRMAA Planning
- Prepaid Home Care Plans