Our Services

FOR INDIVIDUALS

• Life Insurance—so loved ones can maintain their current lifestyle

• Policy Audits—review performance of existing coverages, beneficiaries, etc

• Disability Income—to replace income if sick or hurt and unable to work

• Long-Term Care—pays for personal care

• Retirement Planning—IRAs, Roth IRAs, IRA Rollovers, and retirement income planning

• Income Tax-Free Retirement—Roth IRA and life insurance cash values*

• Retirement Income Cash Flows

• Estate Planning

FOR BUSINESS

• Health Insurance—HMO, PPO, HSA, dental, vision, group life insurance, and group disability income

• Key Executive Coverage—for business owners and key employees

• Business Succession Planning

• Long-Term Care—as an executive benefit • Retirement Planning—401-K, pension, profit sharing, SEP IRA, Simple IRA plans

• Income Tax-Free Retirement—for business owners and/or key employees and executives, life insurance

 

 

Rita meets PBS IRA expert Ed Slott, CPA, at the Penn Mutual Convention in Nashville, TN. 

 

 

 

 

 

*Life insurance policies are subject to certain costs, limitations, and terms for maintaining coverage.  Accessing policy cash values reduces benefit amounts and can be received tax free provided the policy is not a modified endowment contract.