Products And Services
Protection Portfolio
BUSINESS SUCCESSION AND ESTATE CONSERVATION STRATEGIES While we are not in the business of offering tax or legal advice, we can work with you and your professional advisors to help you select the most appropriate products and services for your personal situation and provide information in the areas of:
- Legacy Planning
- Estate Planning
- Business Succession
- Long-Term Care Insurance
- Charitable Giving Strategies
LIFE AND INCOME REPLACEMENT INSURANCE PRODUCTS Life and Disability Insurance today plays a significant role in a financial strategy. We help you review and select features that are most appropriate to your situation:
- Disability Income Insurance
- Variable Life, Universal Life, and Whole Life Insurance
- Term Life Insurance
- Key Person Insurance
- Employee Benefit Plans
- Business Overhead Insurance
- Buy Sell Agreement Funding
Investments/Income Products
QUALIFIED PLANS AND RETIRMENT PRODUCTS
- 401(k) Plans
- 403(b) and 457 Plans
- SEP and Simple Plans
- Traditional and Roth IRAs
- Profit Sharing Plans
- Pension Plan Funding Options and Administration
- Fixed and Variable Annuities
NON-QUALIFIED PLANS AND PRODUCTS
- Voluntary Benefit Plans
- Funding Options for Executive Bonus Plans
- Deferred Compensation / Salary Continuation Plans
INVESTMENT AND RETIRMEMENT SERVICES
- Wealth Management Services
- Mutual Funds / Stocks / Bonds*
- Retirement Planning
- Protecting and Transferring Wealth
- College Funding (529 Plans)
- Asset Allocation Strategies
- Rollover and Distribution Strategies