Services
Click on a service below to see what products are available for it:
(Note: Some products will have additional information available. Click on them to see)
Investment Advisory Services*
Retirement Planning
Money Management
Brokerage Accounts
Mutual Funds - Over 7,000 funds
Employee Benefit Plans / Pension Plans
401(a)
Special Pay Plan for School Systems
401(k)
Personal
Small Business
403(b)
Schools
Non-Profits
403(b)7
Schools
Non-Profits
Roth 403(b) (Available as of 01/01/06)
Schools
Non-Profits
457 (Deferred Comp.)
Governmental (Schools/Municipalities/Counties)
Non-Governmental
KEOGH Plans
IRAs
Traditional
Roth
Educational
SEP IRA
Estate Planning
Trust Agreements
Wills
Power of Attorney
Health Care
Durable
Insurance Services
Annuities
Fixed
Variable
Health Insurance
Major Medical
Disability Income
Term Life Insurance
5 to 30 year terms available
Universal Life Insurance
Variable Universal Life Insurance
Long-Term Care
College Planning
529**
**Section 529 plans offered: Are Not FDIC Insured; May Lose Value; Are Not Bank Guaranteed. Favorable state tax treatment may be limited to investments made in a 529 college savings plan offered by the customer's home state. Customer should consult their tax advisor before investing.
Education IRAs