Products & Services

We specialize in unique mortgage protection insurance with no medical requirement plus get 100% of the premium refunded at the end of the term...

We offer a diverse range of financial products and services.  Our clients prefer working with us because of the range of options available to them.  The benefit of being independent is we are not forced to offer one particular company or product which means you always have access to the highest quality financial products available.

Below are some of the areas that we provide assistance.

Retirement Income Planning

	Fixed Annuities
	Equity Index Annuities
	Immediate Income Annuities
	Universal Life Insurance
	Equity Index Life Insurance

College Planning 

	Universal Life Insurance
	Equity Index Life Insurance

Tax Priveleged Accounts

	Roth IRA Universal Life Insurance
	Traditional IRA Equity Index Life Insurance
	SEP IRA
	Simple IRA
	Individual 401k (Entrepreneurs)
	Money Purchase Plans
	Profit Sharing Plans

Financial Planning

	Retirement Planning
	Estate Planning
	Insurance Planning
	Education Planning
	401k Rollover Planning
	IRA Rollover Planning
	IRA to Roth Conversion Planning

Insurance Protection

	Disability Income
	Mortgage Protection
	Term Life Insurance
	Universal Life Insurance
	Equity Index Life Insurance
	Whole Life Insurance
	Final Expense Insurance
	Accidental Death Insurance
	Defined Medical (Hospital Confinement)

Small Business Planning

	Defined Benefit Plans
	401k Plans
	403b Plans