George Bazlamit
Senior Marketing Director @World Financial Group (WFG)
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WORK HISTORY
Senior Marketing Director @World Financial Group (WFG)
San Francisco, CA, US
Long-Term Care & Retirement Income Strategist | Life Insurance | Annuities | Bay biggest long-term care plan in America is a daughter.\"*— George BazlamitLet that sit for a moment.70% of people over 65 will need some form of long-term care. Most have no plan for how to pay for it. What they have instead is a family member — usually a daughter, sometimes a son or spouse — who quietly restructures their entire life to fill that role. Careers paused. Relationships strained. Their own financial future put on hold.It doesn\'t have to be that way.I work with Bay Area homeowners, business owners, and anyone with aging parents who have spent decades building something meaningful — and want to make sure a single health event doesn\'t unravel it.These aren\'t three separate services — they\'re one coordinated strategy built around making sure your family never has to choose between caring for you and living their own lives.**Long-term care planning** — so your children can be present for you emotionally, without being financially obligated to you practically.**Retirement income strategies** — annuities and IULs structured to create guaranteed income you can\'t outlive, no matter how long you need it.**Wealth transfer** — making sure what you\'ve built reaches the people you intend, efficiently and without unnecessary loss to taxes or probate.I collaborate closely with CPAs, attorneys, and estate planners to make sure every piece of the plan works together — because the gaps between advisors are where wealth gets lost.The hard conversations are the ones most advisors avoid.Those are exactly the ones I show up for.If any of this resonates — for yourself, a parent, or someone you care about — I\'d welcome a conversation.
ABOUT GEORGE BAZLAMIT
I help successful individuals, families, and business owners do three things well: protect what they\'ve built, grow it tax-efficiently, and transfer it on their own terms. My work sits at the intersection of real estate, life insurance, and advanced tax strategy — areas where the right structure can mean the difference between keeping wealth and losing it to taxes, fees, or poor planning. With decades of experience across real estate transactions, asset protection, and high-net-worth planning, I work closely with CPAs, attorneys, and wealth managers to surface strategies that traditional financial planning often misses. The most effective plans aren\'t built in isolation — they\'re built by the right team, asking the right questions. Whether you\'re a business owner looking to reduce your tax burden, an investor structuring a real estate acquisition, or an advisor seeking a collaborative partner on a complex client situation — I bring a coordinated, compliance-first approach to every engagement. Areas of focus:* Tax mitigation for business owners and high-net-worth individuals* Life insurance planning — IULs, LIRPs, ILITs, and corporate structures* Estate planning in collaboration with attorneys* Real estate investment and acquisition guidance (U.S. and international)* Wealth transfer and legacy strategies If you\'re serious about keeping more of what you earn and building something that lasts — let\'s connect.
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