Buy/Sell Funding
Deferred Compensation
Executive Bonus Plans (Section 162) 
Executive Income Plans 
Key Man Protection

FINANCIAL & INVESTMENT ADVISORY SERVICES*:
Asset / Estate Protection
College Funding
Comprehensive Investment Planning
Fee Arrangements
Segmented or Modular Planning
Retirement Planning

INSURANCE - GROUP BENEFITS: 
(Complete CENSUS FORM for Quote or Contact Us By Phone or E-mail)
Acupuncture
Business Overhead Expense (BOE) 
Chiropractic
Disability (Long Term Disability- LTD) 
Dental
Life (Term & Cash Value)
Legal Services Plan
Long Term Care Insurance
Health Insurance (Large Group 51+)
Health Savings Accounts (HSAs) 
Section 125 Plans 
Self-Funded Plans 
VEBA's
Vision
Voluntary Benefit Plans
Welfare Benefit Plans (WBP's)

INSURANCE - PERSONAL: 
Dental

      Disability / Income Protection Insurance
Life Insurance-CASH VALUE

Life Insurance-TERM
Life Insurance-TERM for Foreign

          Nationals
Legal Services Plans 
Long Term Care Insurance (LTC)
Health Insurance
Health Savings Accounts (HSAs)

INTERNATIONAL PLANS:  
Health Insurance-International

          Travel (Permanent)
Health Insurance-International

          Travel (15 d - 1 year)

INVESTMENTS*:
Annuities - Fixed & Variable
LIRP's (Life Insurance Funded

          Retirement Programs)
Money Market 
Mutual Funds 
Tax Deferred Investments 
Tax Free Investments

Targeted Investment Portfolio's 
Unit Investment Trusts

RETIREMENT PROGRAMS*: 
IRA-Traditional 
IRA-Roth 
IRA-Education 
Pension Plans

          [401(k), 412(i), Defined Benefit, etc.] 
TSA's [403(a)/(b)] Plans 

SENIORS' PROGRAMS: 
Long Term Care Insurance (LTC)
Medicare Insurance Supplement Plans 
Medi-Gap Plans w/New Part D Rx 
Retirement Plans 
Health Insurance for Senior's

*SECURITIES COMMUNICATIONS HEREIN ARE STRICTLY INTENDED FOR INDIVIDUALS RESIDING IN THE STATES OF CALIFORNIA, MAINE, & DADE COUNTY FLORIDA. NO OFFERS MAY BE MADE OR ACCEPTED FROM ANY RESIDENT OUTSIDE THE SPECIFIC STATE (S) REFERENCED.

 

 [see:   Terms of use - "investment disclosures"]