Jackie Calhoun, CLU

PRODUCTS & SERVICES

1. FINANCIAL PLANNING
2. ESTATE TAX PLANNING & LIQUIDITY SOLUTIONS
3. TRADITIONAL & ROTH IRAs
4. 401-K, PROFIT SHARING, 403b & ESOP ROLLOVERS
5. GROUP HOSPITAL COVERAGE
6. VOLUNTARY EMPLOYEE PAYROLL DEDUCTION WORKSITE PLANS
7. LONG TERM CARE INSURANCE
8. DISABILITY INSURANCE
9. BUSINESS LIFE INSURANCE

A. BUY SELL INSURANCE
B. KEY MAN INSURANCE
C. DEFERRED COMPENSATION
D. DEBT LIQUIDITY

10. TAX DEFERRED ANNUITIES

A.FIXED – GUARANTEED PRINCIPAL…GUARANTEED RATES
B. INDEX LINKED ANNUITY – GROWTH POTENTIAL, GAINS LOCKED IN
C.VARIABLE ANNUITIES – UPSIDE POTENTIAL WITH 100% MARKET RISK

11. MUTUAL FUNDS
12. PERSONAL LIFE INSURANCE

A. TERM INSURANCE
B. WHOLE LIFE
C. GUARANTEED “NO LAPSE” UNIVERSAL LIFE – FIXED ACCOUNTS
D. GUARANTEED “NO LAPSE” 2ND TO DIE POLICIES FOR ESTATE TAX LIQUIDITY
E. TRADITIONAL & INDEXED UNIVERSAL LIFE

13. LIFE SETTLEMENTS…SALE OF LIFE INSURANCE THAT IS NO LONGER NEEDED

“INTERNET PRICES WITH PERSONAL SERVICE”