Passionate – Dedicated – Professional

we drive success to your everyday business

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300+

Business Days

4.7M

Funds Granted

280+

Launched Sites

Passionate – Dedicated – Professional

Deliver Personal Advice To Your Clients

In one meeting, HVAM applications and tools define the issues and provide a solution to the client’s healthcare costs in retirement.

Assess Client Needs To Set Financial Goals
Build Portfolios Targeted At Achieving Client Goals
Ongoing Monitoring To Measure If On Track To Meet Goals

Passionate – Dedicated – Professional

Customer-Centric marketing

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impactful relations

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15 years of experience

Network market value positioning imperatives & leveraged

top rated services

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5.0

Trusted by Millions of customers

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John Deo – CEO ABCWorks

Passionate – Dedicated – Professional

Meet Our Team of Experts

Providing financial services firms with innovative client solutions
for retirement healthcare and long-term care needs.

George Bernard, Jr.

President and CEO

George Bernard, Jr.
Ron Mastrogiovanni

Chairman of the Board of Directors/Chairman of the Investment Committee

Ron Mastrogiovanni
Doug Woods

Director of Research

Doug Woods

seamlessly enable client-based content services

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deliver interactive ideas for all customer needs

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