INVESTMENT
Products & Services

Fixed-Income: Investments
  • 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 (non-contributory)
  • 403(b)(1) Plans
  • Pension Plans
  • Profit-Sharing Plans
  • Keoghs
  • Coverdell Education Savings Accounts (formerly Education IRA)
  • 529 Plans
Investment Accounts (Traditional Brokerage)
Investment Advisory Programs

RISK MANAGEMENT
Products & Services

Life Insurance
  • Annual Renewable Term
  • Level Term — 10-, 15-, 20-, 30-Year
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life
Annuities
  • Fixed (single premium & immediate)
  • Variable Annuities (immediate & flexible payment)
  • 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
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