Complete Alphabetical Listing of All of Our Services Below 

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24/7 Online Insurance - INSTANT QUOTES - Click Here Now!

Professional Services - Alphabetically Listed

  BANKING:

• How To Grow Assets From The Interest & Finance Charges
  You Otherwise Pay To Banks & Finance Companies

• Special Report - Becoming Your Own Financier

  LIFE PRINCIPLES:

• Paul's ~ Life Principles

  BUSINESS PLANNING:

• ERISA Exemption Strategy - Exclusive benefit programs for Owners/Key Executives

  COLLEGE / EDUCATION FUNDING:

• Education Savings Accounts ("ESA's") - "Education IRA"

• 529 Plans - Innovative College Funding/Savings Vehicle

  DISCOUNT PROGRAMS - Save money on Health, Doctors, Hospital, Rx,
          Dental, Vision, Hearing, Chiropractic, Vitamins, etc.:  

• DISCOUNT SAVINGS CARD PROGRAMS (available nationwide)

• FREE INSURANCE QUOTES - Health, Life, Group Health, Travel, Medi-Gap, etc.

  FINANCIAL & INVESTMENT ADVISORY SERVICES:  

• Estate Planning Strategies ~ Quarterly Strategy

• Financial & Investment Advisory Services

  • Compensation Arrangements & Our Value-Added Advantage

• Financial Services for Seniors & Conservative Investors

• Investing ~ The FUNDAMENTALS

• Investment Advisory Services ~ Active Asset Allocation Methodology

• Investment Advisory Services ~ Active-Disciplined Asset Allocation Methodology

• Investment Advisory Services ~ Industry/Sector Rotation Investment Methodology

• Investment Policy Statement ("IPS") ~ Introduction to an Investment Policy Statement and its Importance in the Investment Process

• Life Settlements of Life Insurance Contracts for Financial Planning Needs

  GROUP BENEFIT PLANS:  

• Cafeteria Section 125 Plans - Premium Only/Dep. Care/Med. Reimbursement

• CENSUS FORM - Input Form for Employee Group Benefits Plans & Pension Plans

• COBRA - Consolidated Omnibus Budget & Reconciliation Act

• Dental Plans - Group Dental

• ERISA Rules

• Small Group (2-50 Employees) Health Insurance - INSTANT QUOTE:  Health, Dental, Life, LTD, Pensions, Cafeteria Benefits, Voluntary Benefits, etc.

• Large Group Health Insurance (51 EE's +) - Call for personalized quote: 800.482.5347, or submit an abbreviated CENSUS FORM and we will contact you immediately.

• Health Savings Accounts (HSAs) - HDHP (High Deductible Health Plans)

  • The Health Savings Account (HSA) - The Full Story (contact us for details & quotes)

  • Group Health Savings Accounts (HSAs - An Overview)

• HIPAA (Health Insurance Portability & Accountability Act) - Transaction & Code Set (TCS) Rules - Extension Offer by DHHS

• Legal Services Plans - Unlimited Phone Access, Family Will, + Lawsuit Defense Benefits

• Long Term Disability Coverage's (LTD)

• NEW Medicare Part D-Prescription Drug Benefits - Employer Responsibilities

• Pension / Retirement Plans (SEE BELOW UNDER RETIREMENT / PENSION PLANS)

• Self-Funding - Specific & Aggregate Stop Loss Protection

  INSURANCE, NON-GROUP BENEFIT PLANS:  

• Critical Illness - Survival Insurance

• Dental Plans - Individual/Family

• Disability Insurance / Income Protection - Protect Your Most Important Asset
  Your Ability To Earn An Income

• Health Insurance:

• Health Insurance- For International Travelers (US or Foreign)  - Permanent or Short-Term

• Health Insurance - For US Citizens & Legal Residents - Individual & Family

  • HDHP - High Deductible Health Plan (HSAs)

  • Health Savings Account (HSA) - (2004 onward) Contact Us For Details & Quotes

  • Medical Savings Account (MSA) - (Pre-2004) Medical Savings & Catastrophic Health

  • MEDI-GAP Insurance / Senior's Coverage's - Cover gaps in Medicare Parts A & B

• Legal Services Plans - Unlimited Phone Access, Family Will, + Lawsuit Defense Benefits

• Life Insurance:

  • Cash Value Life Insurance - PLUS, an explanation of the differences
    between "Cash Value" & "Term" Life Insurance.

  • Term Life Insurance - For US Citizens - Online Secure Quotes & Applications

  • Term Life Insurance - For Foreign Nationals - On Line Secure Quotes & Applications

  • Life Settlements

• Long Term Care (LTC) - Case for insuring the "largest un-funded liability facing Americans today"

• Long Term Care Insurance (LTC-I) - Nursing & Home Care Insurance Plans explained

• Medi-Gap Insurance (fills in the "gaps" in Medicare coverage)

• The A,B,Cs ...and Ds of Medicare & Medi-Gap Insurance (article)

  INVESTMENTS / SECURITIES*:  

• Annuity Investments Defined: "What it Is & Doing it Right" ¦ Variable ¦
  Immediate Income Annuity (SPIA) ¦ EIA - Equity Indexed (EIA)

• College Funding Plans

• Financial Services for Seniors & Conservative Investors

• Investment Policy Statement ("IPS") ~ Introduction to an Investment Policy Statement and its Importance in the Investment Process

  MORTGAGE FINANCING SERVICES:

• Mortgage Financing Services

  SEC - Consumer Disclosure Descriptions of:

• Mutual Fund Investments - All Share Types & Risk Categories, plus Money Market

• Unit Investment Trusts (State and/or Federal Tax Free Municipal Bond Funds)

• Real Estate Limited Partnerships

• Stocks

  INVESTMENTS / SECURITIES (continued):  

• Section 529 Plans - Innovative College Funding/Savings Vehicle

• Targeted Portfolio's - Active-Disciplined Asset Allocation Structures

  RETIREMENT / PENSION PLANS / WELFARE BENEFITS PLANS:  

• Retirement Plans [General Overview + Private Pension Act of 2006 ("PPA")]

• Defined Benefit 412(i) Pension Plans - Insurance Funded & Guaranteed Plans

• ESOP's - Employee Stock Ownership Plans -- "Going Public Privately"

• 401(k) Profit Sharing Pension Plans - The "Mini 401(k) Plan" for the small employer

• 419 Welfare Benefits Plans [419/419A & 419A (f)(6)] / VEBAs
  419 Welfare Benefits Plans Reborn - New Regs Clarify Existing Law
  VEBAs compared to 419 Plans

• IRA's - Traditional / ROTH / Education

• ROTH 401(k) Plans - Effective 1/1/2006

• Profit Sharing Pension Plans - Using The New Comparability Method

• Retirement Plans - DOL Described - Department of Labors Overview

• Retirement Plans Using Life Insurance Funding (LIRP's)

• Section 457 Plans - Deferred Compensation Plans

• TSA's - 403b Retirement Plans Tax Sheltered Assets - Annuities and/or Mutual Funds* - 403(a)(b) Plans

  TAX / LEGISLATIVE / ESTATE - TOPICS & TIPS: 

• Tax & Related Tips Corner

• Estate Planning Strategies ~ Quarterly Strategy

• Pension Protection Act of 2006 ("PPA")

*Investments / Securities Offered Through Royal Alliance Associates, Inc. Member NASD/SIPC

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Contact Us Today!  Phone:  1.800.482.5347 / www.LeagueFinancial.com / Info@LeagueFinancial.com