Product/Services
We are a premier provider of life insurance, fixed and variable annuities, disability income insurance, long term care insurance, retirement planning products and income management 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
*Securities offered through NYLIFE Securities, LLC.
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