Insurance |
|
Term, Universal, Variable Universal, Whole Life; Individual, Group; Survivor and Joint Life Plans |
|
Individual and Group Income Protection |
|
Nursing Home, Custodial Care, Home Care Benefits |
|
Individual or Group; Health Savings Accounts;
Partial or Fully Self-Funded Corporate Plans |
Investments |
|
Immediate, Deferred; Fixed, Flexible,
Variable and Indexed Annuities; |
|
Traditional IRA; SEP IRA; Roth IRA;
IRA Alternatives; Distribution Planning |
|
Traditional and Roth 401K, Individual 401K; Profit Sharing; 412(i) Fully Insured Defined Benefit Plans |
|
Load, Low Load, No Load Shares; Wrap programs |
Business and Estate Planning |
|
Conservation-Preservation of Assets;
Products for Wills and Trusts; Funding for Estate Taxes |
|
Buy/Sell Programs; Life and Disability Buyouts;
Deferred Compensation; Executive Bonus Plans;
Key-man Protection; Succession Planning |
|
Tax Preferred Benefit Plans to
Recruit, Retain, Reward Select Key Employees |
|
Life; Health; Disability; Long Term Care;
Qualified Sick Pay Plans; Retirement Planning |
|
Individually tailored to each business or individual. |
|