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
 

FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



Thank you! Oops!