Broker Check

Products & Services

Product Solutions:

  • Alternative Investments
    • Business Development Companies (BDCs)
    • Oil and gas
    • Equipment Leasing
    • Real Estate Investment Trusts (REITs)
    • Indexed CDs
    • Collateralized Notes
    • 1031 Exchanges
  • Annuities
    • Fixed Annuities
    • Fixed Indexed
    • Variable Annuities
    • Immediate Annuities
    • 1035 Exchanges
  • Life Insurance
    • Term Life
    • Whole Life
    • Universal Life
    • Indexed Life
  • Securities
    • Mutual Funds
    • Managed Accounts
    • Unit Investment Trusts
    • Stocks & Bonds

Financial Strategies

  • Retirement Plan Services
    • Rollovers, 401K, 457s
    • Tax Free Transfers
    • IRAs', Roth IRAs'
  • Estate Planning
    • Estate Tax Reduction Strategies
    • Estate Tax Funding Strategies
    • Life Insurance Policy Design
    • Shopping for the Most Competitive Life Insurance Policy
    • Charitable Planning
    • Gifting Strategies to Benefit Your Children/Grandchildren
  • Income Strategies
    • Systematic Income Streams
    • Tax-efficient Income Models
    • Income Longevity Solutions
  • Investment Planning
    • Tax-efficient Investing Strategies
    • Principal Protected Savings Strategies
    • Professional Asset Management

Strategic Partners:

  • Value Health and Life Insurance Services
    • Life Health & Medicare
    • Supplemental
    • Insurance
  • Long Term Care
  • PC Income Tax Services
    • Tax Preparation by CPAs
  • Professional Referrals:
    • Estate Planning
    • Attorneys
    • Home Healthcare Professional
    • Handi-man Services