|
HealthSource
One and our investment partners offer a wide variety of investment
and retirement planning companies. From business investment and
savings programs, to executive and individual planning, we can be
of assistance.
The
products included are:
| BUSINESS |
INDIVIDUAL |
| 401k
and profit sharing plans |
IRA
- Individual Retirement Accounts |
| Simple
IRAs |
Mutual
Funds |
| Key
Person Insurance |
Variable
Annuities |
| Buy
- Sell Agreements |
Securities
Brokerage Services |
| Family
Business Succession Planning |
Trusts
/ Wills |
| Executive
Bonus Plans |
College
Funding Programs |
| Deferred
Compensation Funding |
Retirement
Needs Analysis |
The
carriers we use for these products are:
Mass
Mutual
Lincoln Financial Services
First Colony
GE
TransAmerica
Banner
Oppenheimer
Fidelity
Janus
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