Our Services

 


 

PRODUCTS AND SERVICES


 

 


 

• Fixed and Variable Annuities


 

• Charitable Giving Strategies


 

• Disability Income Insurance


 

• Estate Conservation Strategies


 

• Education Funding Strategies


 

• IRA Consolidation/Rollovers


 

• Long-Term Care Insurance


 

• Mortgage Protection (through life insurance and disability income insurance)


 

• Lump Sum Pension Distribution


 

• Medicare Supplement Coverage


 

• Pension Payout Alternatives


 

• Pension Transfer/Rollovers


 

• Mutual Funds


 

• Tax Sheltered Annuities, 403(b) Plans


 

• Term Insurance


 

• Universal Life Insurance


 

• Variable Universal Life Insurance


 

• Whole Life Insurance



We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.