I pride myself on my fierce independence from any particular company and in the use and implementation of the following planning and protection products available from the leading companies and service providers in their particular industries: - Mutual funds: load and no-load - Managed accounts - Asset managers - Variable annuities - Fixed annuities - Life insurance: - Fixed and variable products - Individual life and second-to-die - Income protection insurance - non-traded REITs (*) - Long-term care insurance - Medicare supplements
*This product may not be available to all investors as there are minimum income and net worth requirements. These investments are not liquid and may not be suitable for all investment portfolios. |
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