Planning Services
- Insurance Planning
- Wealth Conservation and Distribution
- Estate Analysis and Planning
- Financial Strategies with Wealth Accumulation
- Business Continuation and Valuation
- Business Agreement Analysis
- Retirement Income Planning
- Long Term Care Planning
- Business Succession Planning
- Trust Planning
- Educational Planning and Funding
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Business Planning
- Key Person Life Insurance
- Business Overhead Protection
- Business Valuation
- Buy/Sell Agreement Funding
- Deferred Compensation
- Section 162 Bonus Plan
- Group Life Alternatives
- Split Dollar, Reverse Split Dollar, and Family
Split Dollar Plans
- Executive Retention Programs
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Investments
- Mutual Funds
- Money Market Funds
- Brokerage Services
- Variable Annuities
- Institutional Advisory and Portfolio Management
Services
- Tax Advantaged Portfolio Management
- Educational IRA
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Qualified Retirement Plans
- Pension Design and Implementation
- Profit Sharing Plans
- Institutional Advisory and Portfolio Management
Services
- VIP Asset Management Account
- 401(k) Plans and 403(b) Plans
- SIMPLE Plans
- "Regular" IRA and Roth IRA
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Insurance Products
- Life
- Disability
- Health
- Interest Sensitive Universal Life
- Variable Universal Life
- Survivorship Life
- Long-Term Care
- Medicare Supplements
- Fixed and Variable Annuities
- Variable Life
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Employee Benefits
- Group Health Insurance
- Group Disability Plans
- Group Life Insurance
- Group Dental and Vision Care
- Payroll Deduction Plans
- Pre-Tax Premium Plans
- Section 125-Flexible Spending Accounts (Cafeteria
Plans)
- Medical Spending Accounts
- Statutory Disability Plans (DBL)
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