Product Overview

We use these products…

LIFE INSURANCE:

Term

Universal Life

Whole Life

Variable Life Single Premium Life

Group Life

DISABILITY INSURANCE:

Individual Long Term

Group Long Term

Salary Continuation

Business Overhead Expense

Key Person

Business Buy-Out

HEALTH INSURANCE

(Individual and Group)

Medical

Dental

Vision

Prescription

RETIREMENT FUNDING

Mutual Funds / Roth IRA’s

Qualified Pension/401k Plans

Non-Qualified Pension Plans

Annuities/TSA’s/IRA’s/CD’s

…and these services…

Estate Planning

Retirement Planning

Investment Advisory Services

Employee Benefits Review

…to meet these needs.

Income Tax Minimization

Business Income Continuation

Capital Accumulation

Deferred Compensation

Funding Buy/Sell Agreements

Asset Preservation

Charitable Giving

For more information or a customized quote, contact an advisor at 916-373-1063.