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Featured Product/Services

Informed Investor Brochure - Pacific Life Variable Annuity
United Healthcare - Health Plans & Health Savings Accounts (HSAs)
Aegon/Transamerica Life Ins. Co. - Term Life Ins. (with Return of Premium Benefit option)
United of Omaha Long Term Care Insurance
Nationwide Financial - Variable Annuity
Society of Certified Senior Advisors
Nationwide Financial - Fixed Indexed Annuity
Midland National - Variable Annuity
Midland National - Fixed Indexed Annuity
Cincinnati Life - Long Term Care Insurance
Legal Shield - Prepaid Legal
Heritage Living Trust - Revocable Living Trust (Brochure)
Heritage Living Trust - Revocable Living Trusts (website)
(These are larger files and will take a few more moments to download.)

*Variable annuities are long term investment products designed for retirement purposes. The value of mutual funds and variable annuities will fluctuate so that upon redemption may be worth more or less than their original cost.

*Carefully consider a fund or sub account’s investment objectives, risks, charges and expenses before investing. This and other information is contained in the product and variable sub-account prospectus available from the company or your representative. Read the prospectus carefully before investing.

Financial Services:

Emergency Fund Build-up
Budget Control Strategies
Income Tax-Advantaged Products
AN EMERGENCY.....are YOU Prepared? to establish Your EMERGENCY FUND, call or email us

 

Investment Products:

Services:

Mutual Funds (various types) Life Insurance Needs Analysis
Variable Annuities Disability & Health Insurance Needs Analysis
Tax-advantaged Money Mkt. mutual funds with free checking Retirement & Estate Planning
Resources
Fixed / Indexed Annuities Income Tax Deferment Planning
Socially Responsible Mutual
Funds
Income Tax Reduction Strategies
Income Tax-Advantaged Products
Government Securities mutual funds

 

Retirement Programs/Plans :

Insurance Products :

401(k) Term Life
403(b) /TSA Disability Income
IRAs: Traditional, Roth & Simple Major Medical, HMO & PPO Plans
IRA Rollover Health Medicare Supplement, including Part D
Coverdell Education Savings Accounts Medicare Advantage Plans
SEP-IRA Long-Term Care Insurance

Individual & Roth 401(k)s
457
Health Savings Accounts / High Deductible Health Insurance Plans
Profit Sharing Plans

Featuring... Fixed Products with Principal Guaranteed*
*Guarantees are based on the claims-paying ability of the issuing company and do not apply to variable product sub-accounts or any securities products.

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