AdvisorEdge Solutions
Ph: (775) 527-7058
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Ph: (775) 527-7058
We are your Protection Planning Partners, dedicated to serving individuals, agents, and advisors. Our focus is on providing risk-planning solutions using tax-advantaged strategies and mitigating financial risk. We offer consulting services, conduct comprehensive policy reviews, and provide targeted planning recommendations. Our goal is to help you expand your client network and facilitate growth, enabling you to engage effectively and grow your business.
One of the most valuable resources Jacen Work possesses after 30+ years in the asset-based wealth planning arena is the significant relationships that have been cultivated with trusted, leading experts in this industry. Since 1992, Jacen has built an alliance with some of the country's most distinguished professionals in Life Insurance, Long-Term Care, Annuities, Estate Planning, and Advanced Planning Attorneys. His goal is to continue serving hundreds of clients, advisors, and agencies to improve and protect the wealth of thousands of families. Jacen loves a work/life balance, calling Northern Virginia home with his wife, Megan. He enjoys hiking, kayaking, and exploring new places in his free time. He is an enthusiastic traveler and a passionate sports fan.
Elena Castor brings 30 years of insurance industry experience. She operates as a trusted independent wholesaler, committed to equipping financial professionals with superior risk protection products and innovative solutions. For the past 15 years, her work has centered on the brokerage space, where she provides comprehensive offerings in life insurance, long-term care, and annuities. Elena enjoys developing strategic, tax-efficient solutions for partner advisors, that optimize client outcomes. Her passion for long-term care consulting is evident in her educational, coaching-oriented approach, ensuring both individuals and advisor-client achieve financial security, while maintaining independence and peace of mind. She is a Member of Chamber of Commerce, the Rotary Club of Reno, and the President of Truckee Meadows Toastmasters. She enjoys hiking, cycling, skiing/snowboarding, and traveling in her spare time.
Elena is a great resource for our firm in the Long-Term Care sector. We have always focused on traditional life brokerage, but we have transitioned from doing almost no business in this market to writing business daily! She played a key role in educating our existing brokers by participating in training sessions and implementing this product segment... Mark Williamson, President, M. Williamson & Insurance Services
As I navigate my clients' complex long-term care planning objectives, Elena consistently takes the time to understand each unique situation and provides expert guidance. She ensures that when I'm crafting a customized plan, I have complete confidence in all the available marketplace options, leaving no stone unturned. Her professionalism, empathy, and thoroughness are evident in every interaction... Della Starman Life + LTC Specialist, Watermark Life
While many people view market risk as the primary concern, a significant risk actually lies in the potential need for long-term care. In today's rapidly aging population, where life expectancies are increasing steadily, we are facing a caregiving crisis with over 53 million people providing care to their loved ones. The bottom line for businesses are also impacted, experiencing higher levels of absenteeism due to unplanned caregiving by employees. This issue has greatly affected our lifestyles, finances, and poses further challenges to aging comfortably at home.
* Pension Protection Act
* Qualified Monies
* Individuals & Businesses
Reach out with any questions or to set up a complimentary consultation.
Mon | 08:00 am – 05:00 pm | |
Tue | 08:00 am – 05:00 pm | |
Wed | 08:30 am – 05:00 pm | |
Thu | 08:00 am – 05:00 pm | |
Fri | 08:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |