Services

Investments 
Products & Services

Fixed-Income Investment
• Mutual Funds (income-oriented)
• Unit Investment Trusts (income-oriented)
• Municipal and Government Bonds
• Money Markets
•Certificates of Deposit

Equity Investments
• Mutual Funds (growth-oriented)
— Large Cap Growth/Value Funds
— Small/Mid Cap Growth/Value Funds
— International Equity Funds
— Asset Allocation Funds
— Sector Funds
• Unit Investment Trusts (growth-oriented)
• Publicly Traded Stocks

Retirement / Education Planning
• Traditional IRAs
• Roth IRAs
• SEP IRAs
• SIMPLE IRAs
• 401 (k) Plans
• 403(b)(7) Plans
• 403(b)(1) Plans
• Pension Plans
• Profit-Sharing Plans
• Keoghs
• Coverdell Education Savings Accounts
College Savings Plan

Investment Accounts (Traditional Brokerage)

Investment Advisory Programs

 

 

 

 

 

 

 

Risk Management
Products & Services

Life Insurance

• Annual Renewable Term

• Level Term - 10, 15, 20-Year

• Whole Life
• Universal Life
• Variable Universal Life
•Survivorship Variable Universal Life
•Survivorship Universal Life

Annuities
• Fixed (single premium & immediate)
• Variable Annuities (immediate & flexible)
• Group Annuities (qualified retirement plans)
• Equity Indexed Annuities

Disability & Long-Term Care Insurance
• Individual Disability Income
• Group Long-Term & Short-Term Disability
• Business Overhead Expense
• Disability Buyout Protection
• Individual & Group Long-Term Care

Health Insurance
• PPO
• Indemnity Plans
• Individual & Group Medical Plans
•HSA
•Medigap

Business Planning
•Executive Bonus Plans
•Business Continuation Plans
• Key Person Plans
• Split Dollar Plans
• Group Carve Out Plans
• Salary Continuation
• Deferred Compensation Plans
• Executive Planning Services
• Buy-Sell Agreements