 Personnel Working
with specialists in the appropriate areas, as well as with the
client's other professional advisors when needed, our associates
are able to develop meaningful solutions to complex problems facing
individuals and employers today
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 Personal
Services
- Financial Analysis
- Confidential Financial Analysis
- Financial Resource Analysis
- Disability Insurance
- DI Buy/Sell
- Needs Analysis
- Group Plan Wrap-Around
- Estate Analysis
- Estate Liquidity Calculations
- Family Income Analysis
- Estate Tax Analysis
- Legal Referral
- Life Insurance Analysis
- Cost Efficiency and Performance
- Contractual Arrangement
- Retirement Planning
- Pension Options Overview
- Pension Maximization, using life insurance
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Business
and Corporate
Services
- Employee Benefits
- Cafeteria Plans
- Health Insurance**
- Life Insurance
- Disability Income Insurance
- Dental Insurance**
- Salary Savings Plans**
- Split Dollar
- Plan Design
- Prototype Documents
- Key Executive Planning
- Financial Resource Analysis
- Estate Analysis
- Executive Fringe Benefits
- Supplemental Retirement Income
- Split Dollar
- Buy/Sell Planning for Partnerships and Closely-held Corporations
- Seminars
- Corporate Benefit Communications
- Pre-Retirement Planning
- Specialized Topics by Request
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Products
Offered Through:
- Multiple Financial Institutions
- Permanent Insurance Products
- Disability Income Insurance
- Fixed Annuities
- Single Premium Life, SPDA, SPIA
- Deferred Compensation
- Split Dollar
- Long Term Care Insurance
- MML Investors Services, Inc.
- Mutual Funds (over 50 national vendors and over 600 funds)
- Unit Investment Trust
- Direct Participation Program
- Securities Brokerage Services
- Employee Benefits
- Individual Health Isurance
- Group Life and Disability
- Group Health Insurance
- Sub-Standard Insurance Replacement
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