| Business
Insurance Planning
 | Discretionary
Executive Compensation
|
| Business and
Salary Continuation Including Sections 302 and
303 Stock Redemption
| Corporate Keyman
Protection
| Buy Sell Agreement
and Financing
| Split Dollar Plans |
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Financial
Planning Concepts
| Tax Deferred
Annuities
| Insurance Trust
| Capital Needs
Analysis
| Free initial consulting
session tailored to coordinate wills, trusts,
employee fringe benefit plans, life and health
insurance, social security and other government
programs. |
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| more
information ... |
more
information ... |
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Retirement
Planning
| IRS Qualified
"Tax Deductible" Employee Benefit
Plans
| Simple Plans
| Keogh
| SEP
| IRA
| 401K Plan
| Non-Qualified
Deferred Comp. Plans
| Tax Shelter
Annuities
| Variable Annuity
Insurance
| Long Term Care
| Employee Benefits
| * Guaranteed Money
Plans
| * Annuities that Guarantee
Income for Business and Personal Needs
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Estate
Planning
| Creation,
Preservation, and Distribution of Assets
| Charitable and
Non-Charitable Gift Giving Benefits
| Analysis of
Present and Future Estate Tax Liabilities and
Administrative Expenses
| Evaluation of
Liquidity Needs
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* Insurance guarantees are based upon the claims paying ability of the issuing company and do not apply
to the investment performance or safety of the underlying funds.Variable annuity investment value is subject to risk, including the loss of principal. Although variable annuities can be held in a tax qualified account,
such as an IRA,there is no reason to move or own a variable annuity in such an account in order to achieve
tax deferral. Variable annuities may offer other valuable features and riders that may make them attractive,
but it is important that you understand and consider the additional costs associated with these and the value
of the benefit(s). The optional riders are not available without first purchasing a variable annuity and may
include limitations such as minimum holding periods and age restrictions. Variable annuities carry insurance
related fees and charges, including surrender charges for early withdrawals.
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information ... |
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information ... |
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Employee
Benefits
| Group Health
Insurance
| Group Life
| Group Dental
| Short & Long
Term Disability |
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Disability
Programming
| Disability Income
Plans
| Income
Continuation Plans
| Disability Buy Out
Plans |
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| more
information ... |
more
information ... |
