Family Protection

·       Life Insurance

·       Disability Income Insurance

·       Mortgage Protection through Life Insurance and or Disability Income Insurance

·       Income Replacement through Disability Income Insurance

·       Long-Term Care Insurance

·       Estate Charitable Planning Strategies

Wealth Accumulation Strategies

·       Mutual Funds

·       Annuities

·       Regular/Roth IRA

·       Education Funding   Strategies

·       Retirement Planning Options

Business Continuation Planning

·         Business Loan Protection

·         Business Overhead Insurance

·         Disability Buyout

·         Buy-Sell Agreement Funding

·         Key Employee Insurance 

Executive Benefit Planning

·       Deferred Compensation

·       Individual Disability

·       SplitDollar/Bonus Plans

·       Supplemental Executive   Retirement Plans

·       401(k)  Plans

·       Supplemental Executive Disability Insurance

·       Corporate-Owned Life Insurance

·       BOLI transactions

     For more information regarding these services, please feel free to contact us.

Tax-Qualified Retirement Plans

·       401(k) & 403(b)

·       Profit Sharing

·        Money Purchase

·       Age Weighted

·       Defined Benefit

·       Simplified Employee Pension (SEPs)

·       SIMPLE IRA

Employee Benefits Products

·       Managed Care Medical Benefits,

       including HMOs

·       Dental Benefits

·       Vision Care Benefits

·       Flexible Benefits Accounts and HSA's

·       Group Life Insurance

·       Voluntary Benefits

·       Short/Long-term Disability Ins.

·       Group Long Term Care Insurance

·       Group Financial Seminars