Indivduals

• IRA's
• Annuities - Fact or Fiction
• Multi-Year Guaranteed Fixed Annuities
• Guaranteed Period Options (2 - 10 Years)
• Tax Deferred Growth
• Guaranteed
• May Avoid Probate
• Lifetime Income
• Penalty Free Withdrawals
• Optional Interest Only Payments
• Differences - CD's and Tax Deferred Annuities

Trust Accounts

• Estate Planning Strategies

Trust Accounts can produce beneficial results in estate planning. In many cases, a Trust can add significantly to the financial security you provide for your family, and estate.
A trust avoids probate!

Small Businesses

• Retirement and Pension Plans
   • Income source for your retirement
• Plan Design
• Administration
• Investments
• SEP (Simplified Employee Pension)
• Simple

Please ask yourself this!
Is your plan designed for you and your company needs? Are you receiving the maximum benefit from your annual plan contributions? Is your business protected by a BuySell Agreement?

• Insurance for Business Owners
   • Key Person
   • Buy - Sell Agreements
   • Executives Bonus Plans