EXECUTIVE BENEFITS:
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)
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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"]
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