Product/Services
We are a premier provider of life insurance, annuities, disability income insurance, long term care insurance, retirement planning products, income management and other products and services for individuals, business owners, and corporate entities.
For Individuals
Financial Resource Analysis
- Life & Disability Income Insurance Needs
- Investment Analysis
- Retirement Income Needs
- Budgeting & Cash Flow Study
Retirement
- Individual Retirement Accounts (IRAs)
- Annuities (Fixed & Variable)
- Retirement Needs Analysis
- Tailored Retirement Plans
- Long Term Care Insurance
College Funding
- College Costs Analysis
- Investment Products
- Insurance Products
Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Securities Brokerage Services
Estate Planning
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving Strategies
For Businesses
Business Continuation Planning
- Funding Option Analysis
- Buy-Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation Funding
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
Employee Benefit Products & Services
- Pension, Profit Sharing & 401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Institutionally priced Life Insurance
- Individual Disability Income Insurance for the Multi-Life Market
LEAP
LEAP (an acronym for Lifetime Economic Acceleration Process) is a process that organizes and coordinates your money decisions into a financial model that is easy to understand and follow. For over 30 years, the LEAP System has helped people focus on the strategic positioning and flow of their money. Through the use of a proprietary financial tool called the PS&G Model, you can gain insight into a holistic way to analyze your financial situation and develop a dynamic approach to achieving an effective and efficient financial life for you and your family.
The LEAP SYSTEM is made available through licensed financial professionals who are LEAP SYSTEM authorized representatives. If you are interested in finding out about LEAP, please contact us and we will put you in touch with a LEAP representative in our agency.
|
