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Insurance is key to my practice. I need my broker dealer to understand its importance.

Insurance Products

Our Insurance division offers our Financial Advisors a comprehensive set of products for both individual and corporate clients:

  • Health Insurance Life Insurance (all varieties)
  • Fixed, Indexed and Variable annuities
  • Disability Insurance
  • Keyman Buy/Sell, Cross Purchase, Split Dollar and other sophisticated insurance programs for executives
  • Self-Funded insurance
  • Dental
  • Vision
  • Long Term Care

Qualified Plans

  • 401(k) options
  • Pension and Profit Sharing Plans
  • SIMPLE IRA
  • SEP IRA