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Family Protection
· Life Insurance
· Disability Income Insurance
· Mortgage Protection through Life Insurance and or Disability Income Insurance
· Income Replacement through Disability Income Insurance
· Long-Term Care Insurance
· Estate Charitable Planning Strategies
Wealth Accumulation Strategies
· Mutual Funds
· Variable Annuities
· Regular/Roth IRA
· Education Funding Strategies
· Retirement Planning Options
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Business Continuation Planning
· Business Loan Protection
· Business Overhead Insurance
· Disability Buyout
· Buy-Sell Agreement Funding
· Key Employee Insurance
Executive Benefit Planning
· Deferred Compensation
· Individual Disability
· Split Dollar/Bonus Plans
· Supplemental Executive Retirement Plans
· 401(k) Plans
· Supplemental Executive Disability Insurance
· Corporate-Owned Life Insurance
· BOLI transactions
For more information regarding these programs, please feel free to contact us.
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Tax-Qualified Retirement Plans
· 401(k) & 403(b)
· Profit Sharing
· Money Purchase
· Age Weighted
· Defined Benefit
· Simplified Employee Pension (SEPs)
· SIMPLE IRA
Employee Benefits Products
· Managed Care Medical Benefits,
including HMOs
· Dental Benefits
· Vision Care Benefits
· Flexible Benefits Accounts
· Group Life Insurance
· Voluntary Benefits
· Short/Long-term Disability Ins.
· Group Long Term Care Insurance
· Group Financial Seminars
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