Products and Services 

discover the path to financial security 
Plan for today, and tomorrow. Protect what you have today and build for the future with our distinctive approach to financial planning. We’ll help you bring your plan to life with proven solutions that can help you achieve financial security.

Life Insurance

Your financial security depends on the reliability of the company and the product you choose.

Permanent Life Insurance

Term Life Insurance

Combination Life Insurance

Disability Insurance

Your ability to earn an income is your most important financial asset.

Long-Term Care Insurance


Annuities

Annuities can provide a regular stream of income, typically upon retirement.

Deferred Annuities

Income Annuities

Portfolio Income Annuities

Mutual Funds

Mutual funds are an easy way to enter the investment marketplace.

AllianceBernstein Investments

American Century Investments

American Funds

Fidelity Investments

MFS Investment Management

PIMCO

Russell Mutual Funds

Education Funding

A quality education is vitally important in today's competitive job market. Determine your college savings plan goals.

529 Plans

Coverdell Education Savings Account

Cash Management

Specialty accounts and financial services for cash management purposes.

IRAs

Your retirement planning may include an Individual Retirement Account (IRA).

Additional Investment Products

Enhance your investment portfolio with a variety of investment options.

Bonds

Certificates of Deposit

Custodial Accounts

Money Market Funds

Stocks

Treasury Bills

Unit Investment Trusts

Advisory and Trust Services

Premium investment and wealth management programs and financial services for high net worth clients.

Fee-Based Financial Planning

Private Client Services

Signature Advisory Programs

Trust Services