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
- Professional Referrals:
- Estate Planning
- Attorneys
- Home Healthcare Professional
- Handi-man Services
