LIFE
ESTATE PLANNING & TRADITIONAL LIFE
Make sure your employees have funeral burial, and final expenses covered, and even a way to provide for their family with a 100% tax-free lump sum after they pass. There are even options to give them the head-start your employees never had for their loved ones, depending on the face amount they choose. Plus they can make sure all of their assets are tax-free as well and won't go through probate when they pass it on to their loved ones.
RETIREMENT
QUALIFIED & NON-QUALIFIED ANNUITIES: RETIREMENT PLANNING & RETIREMENT MANAGEMENT
Let your employees have the lifetime income they have been looking for... regardless if they want a certain period, a certain amount, or lifetime income... Even if they live to be 140 years of age. We have options for every type. We help with qualified plans that are outside your business if you prefer, and non-qualified plans that get you the tax benefit that they've always been wanting, with options of no cap of the amount they can put in.
INVESTMENT
INVESTMENT...UL, IUL, or VARIABLES: WEALTH MANAGEMENT & RISK MANAGEMENT
Have your employees invest their money where it collects more than a bank Savings account, CD, or BONDS...without the risk of the stock market. Well, why not get the best of both worlds? Let them grow their money with one of the best and most stable markets out their 118+ years and running.
PROTECTION
LONG TERM CARE, DISABILITY & CRITICAL ILLNESS
Provide for a way to protect your employees if they become disabled or have a critical illness? Or if they were to need Long Term Care without having to sell their home to pay for it? We have options to protect themselves and their loved ones, and assets in case of emergencies for the long haul.
