Services
Personal Financial Strategies
Life insurance
- Indexed Universal Life with Living Benefits
- Term
- Term with Return of Premium
- Term with Living Benefits
- Whole Life
- Be Your Own Bank (BYOB)
- Debt Elimination Using Life Insurance
- Final Expense
Retirement Planning
- 401k & Pension Rollovers
- 403b, 457b Plans
- IRA
- SEP IRA
- Roth IRA
- Fixed & Indexed Annuities
Advanced Planning & Estate Planning
- Premium Financing
- Charitable Strategies
- Mineral Deposit Charitable Donations
Business Strategies
- Business Continuation and Transition Strategies
- 401k - Set Up of New Plans or Management of Existing Plans
- Defined Benefit Plan (412(e)(3) Plan)
- Defined Contribution Plans
- Executive Bonus Plans – Section 162
- Key Person Life Insurance