Investments
. 401k and 403b Rollovers
. Fixed Annuities
. Fixed Indexed Annuities and Fixed Indexed Annuities with Living Benefits(LTC Riders)
. IRAs(Traditional and Roth)
Insurance
- Disability Income Insurance(Individual and Group) incl. DI. for MD. Specialist
- Life Insurance ( Term, Whole, UL and IUL)
- Long Term Care Insurance
- Medicare Advantage and Medigap Plans
- Work Place Voluntary Benefits
- Key Man insurance for Businesses, Buy Sell Agreement funding with Life Insurance and DI. and "Golden Handcuff" designs for valuable employees.
Financial Planning and Retirement Planning(Complimentary)
Written Plans!
