Financial Planning
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Comprehensive Personal Planning
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Longevity Planning/Asset Protection Using Reverse Mortgages
Selling Your Life Insurance Policy Using Life Settlements
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Special Situations
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Disabled Dependents
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Elderly Parents
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Structured Settlements
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Divorce Planning
Career Transition/Outplacement Insurance & Financial Counseling
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Variety of Investment Vehicles
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Mutual Funds
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Interest Rate Bonuses
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Rate Guarantees from 1-10 Years
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Variable
100% Access To Funds Without Penalties Available
Daily Account Valuations/Internet Account Access/Quarterly Statements
Dollar Cost Averaging (DCA) Programs
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Promotional Fixed Interest Rates
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6 - 12 Month DCA Periods
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Variety of Investment Options
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All Asset Classes Available, Including Fixed Interest For Wide Diversification
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Access To ALL Major Investment Managers
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Portfolio Rebalancing
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Unlimited Transfers Among Portfolios @ NO Cost
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Guaranteed Death Benefits
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Variety Of Payout Options, including:
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Life Income
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Life Income With Period Certain
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Joint Life Income
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Equity Indexed
Stocks
Bonds
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Municipal Bonds
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Corporate Bonds
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U.S. Treasury Bills (Maturities up to 1 year)
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U.S. Treasury Notes (Maturities from 1-10 years)
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Fixed Principal
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Inflation-Indexed
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U.S. Treasury Bonds (Maturities > 10 years)
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Real Estate
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Personal Residence
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Investment Property
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Real Estate Investment Trusts (REITs)
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Real Estate Limited Partnerships
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Antiques & Collectibles
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Numismatics
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Art Work
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Precious Gems and Metals
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College Funding
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Education IRAs
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Section 529 Plans
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Student Loans
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Stafford Loans
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Subsidized
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Unsubsidized
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PLUS Loans
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