Our Products and Services

 

• Fixed and Variable Annuities
• Charitable Giving Strategies**
• Disability Income Insurance
• Estate Conservation Strategies**
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (funded by life insurance and disability income insurance)
• Employee Benefits
• Pension, 401(k) plan & design
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
 
**I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.