Annuity & Investment Products*

Our primary product is our ability to find the right solutions to help our clients seek their financial goals in many areas.  Those solutions may involve the use of one or more of the following insurance and investment products.

 

Annuities

For long-term accumulation purposes, annuities offer tax-deferred accumulation as well as retirement income and distribution options.  Annuities we offer include:

  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities*
  • Immediate Annuities

Investments* 

To help meet our clients' investment objectives, we offer a wide range of investment products and services including:

  • Mutual Funds
  • Individual Securities
  • Fee-Based Investment Advisory Services
  • Separate Account Management
  • Investment & Recordkeeping
    Platforms for
    Retirement Plans


Variable annuities are long-term investments designed for retirement purposes. Early withdrawals may be subject to a deferred sales charge and if taken prior to age 59½, a 10% federal penalty may apply. Money distributed from the annuity will be taxed as ordinary income in the year the money is received.

Variable annuities and mutual funds are sold by prospectus.  For more complete information, including charges and expenses, please request a prospectus from your registered representative. Please read it and consider carefully the Fund's objectives, risks and charges before you invest or send money. The prospectus contains this and other information about the investment companies.

Investment return and principal value will fluctuate so that you may have a gain or loss when shares are sold.   

For more information, please Contact Us.