Individual Products

INDIVIDUAL INVESTMENT & INSURANCE PRODUCTS

  • Variable & Universal Life Insurance
  • Term Life Insurance
  • Long Term Disability Insurance
  • Estate Planning 
  • Custom Retirement Plans
  • Investment Planning
  • Wrap Investment Accounts
  • Individual Stock and Options Trading
  • Investment Hedging Strategies
  • REITS (Real Estate Investment Trusts)
  • IRA and 401k Rollovers
  • Tax Deferred Annuities
  • Long Term Care Insurance
  • College Savings and Investment Programs
  • Roth IRA's
  • Health Savings Accounts
  • Individual Dental Plans

Mutual Funds
Choose from leading fund companies with proven track records. Portfolios designed using asset allocation models.

Stocks and Bonds

Full service brokerage services for those investors who like to invest in individual stocks, options and bonds. Individual hedging strategies to lower exposure in large concentrated holdings such as company stock positions. We can even design a wrap-fee plan for those who like personal money management.

Annuities
We offer high-quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return. Dollar-cost averaging, auto-rebalancing and model portfolios are included in all of our variable products.

Disability Insurance
Market-leading Disability Insurance products covering total or partial disability of professionals, business executives, small business owners and others. Non-cancellable guaranteed renewable policies.

Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.  Each policy customized to the individuals needs and budget.