We have built a successful career by serving clients in several areas, including investments^, insurance, retirement funding, and estate conservation. We help ensure that plans and solutions agreed upon are implemented.
- Retirement Funding - Never before has the need been as great for proper retirement planning. As the "Baby Boomers" mature and retire, our society is learning that many people outlive their money. We have the right insurance and financial products to help you achieve your retirement goals without the worry.
- Estate Conservation - You've worked hard to create your business and estate and are concerned about what will happen to those efforts in the future. Allow us to help you implement an estate conservation strategy using insurance and other financial products.
Products:
Life Insurance
Immediate Annuities
Fixed Annuities
Disability Income Insurance
Long-Term Care Insurance
Personal Planning:
College Funding
Mortgage Protection
Retirement Funding
Estate Conservation
Charitable Giving
Gifts to Children/Grandchildren
IRA Funding
Business Planning:
Funding for Employee Benefits
Buy-Sell Funding with Life Insurance
Deferred Compensation Funding with Life Insurance
Executive Bonus Plans with Life Insurance
Key Person Protection with Life & Disability Income Insurance
Funding for Qualified Plans (SEP, TSA, Keoghs, 401(k))
^Offered through NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency. |
