Products and Services

 

Business Needs
  • Deferred Compensation
  • Group Carve Out
  • Split Dollar Life Insurance
  • Selective Executive Retirement Plans (SERP)
  • Bank Owned Life Insurance (BOLI)
Retirement Plans
  • Simple IRA
  • 401 (k)
  • Profit Sharing
  • Money Purchase
  • Defined Benefit
  • Target Benefit
  • Simplified Employee Pension (SEP)
  • 403 (b)
Employee Benefits
  • Group Health Plans
  • Group Life Insurance
  • Disability Income Insurances
  • Dental Plans
  • Vision Care
  • Risk Management Expense
  • Long Term Care Insurance
  • Critical Illness
Business Continuation
  • Buy/Sell Arrangement Funding
  • Disability Income Buy-Out Insurance
  • Key Person Insurance
  • Business Overhead Protection
  • Business Succession Planning
Personal Needs
Family Protection 
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Home & Auto Insurance
Wealth Accumulation Strategies
  • Regular/Roth IRAs
  • Mutual Funds*
  • Annuities (Fixed and Variable*)
  • Education Funding Strategies
  • Retirement Funding Vehicles
  • Investment Analysis
 Estate Planning
  • Wealth Preservation Strategies
  • Charitable Estate Gifting Srategies
  • Estate Conservation Strategies
  • Family Limited Partnership Strategies
  • GRATS – Grantor Retained Annuity Trusts
  • SLATS – Spousal Lifetime Access Trusts