Services

Group Benefit Plans
  • Medical
  • Health Savings Accounts
  • Dental
  • Vision
  • Long & Short-Term Disability
  • Term Life and/or Accidental Death & Dismemberment Plans
  • Employee Assistance Programs
  • Voluntary Products: Accident, Life, Dental, Long Term Care, Cancer, LTD & STD
  • Long Term Care Insurance Plan
  • College Savings Plans (529)
  • Group Pre-Paid Legal Services
  • Group Payroll Deduction Plans
Retirement Plans
  • 401(k) Plans
    • Profit Sharing Plans
    • SEP-IRA
    • SIMPLE IRA
    • Cash Balance Pension Plans
    • Defined Benefit Plans
    • Money Purchase Pension Plans
    • Age-Weighted Plans
 
Executive Non-Qualified Plans
  • Succession Analysis
  • Executive Bonus Programs 
  • Executive Disability Income 
  • Deferred Compensation
  • Buy-Sell Funding
  • Key Person Life
  • Corporate Owned Life Insurance (COLI)
 
Investments
  • Variable Annuities
  • Fixed Annuities
  • Unit Investment Trusts
  • IRA’s
  • Roth IRA’s
  • Mutual Funds  
Individual Products
  • Medical Insurance
  • Dental Insurance
  • IRAs
  • ROTH IRAs
  • Coverdell Education Saving Accounts
  • College Savings Plans (529)
  • Disability Income
  • Long-Term Care Insurance
  • Life Insurance (Variable Life, Universal Life, Whole Life, Term Life)
  • Health Savings Accounts