SERVICES
Employee Benefits & HR Resource Programs
Group Health Plans
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Health Insurance
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Group Dental
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Group Vision
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Group Life
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Group Disability (LTD)
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Group Critical Illness
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Flexplan
Individual Life
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Whole Life
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Universal Life
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Indexed Universal Life
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Term Life
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Key Person
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NQDC
Individual Disability
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Individual
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Small Business
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Retirement Protection
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Buy/Sell
Investment & Retirement
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401(k)
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Profit Sharing
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SEP
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SIMPLE
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Cash Balance
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412 (e)(3)
Education & Wellness
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Financial Organization
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Financial Education
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Individual Strategies
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Speaking & Workshops
Worksite
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Cancer Treatments
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Stop Loss
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Accident
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Hospital Indemnity
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Supplemental
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Multi-Life Disability
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Multi-Life Life
Financial Services
Consultation Services
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Retirement Planning
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Cash Flow Efficiency
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Short Term & Emergency Savings
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Estate Planning
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Business Succession
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Exit Strategies
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College planning
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Tax Mitigation Strategies
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Annuities
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Life Insurance
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Disability Insurance
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Final Expense Insurance
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Long Term Care
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Debt Management & Credit Building Strategies
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Student Loan Debt Management Strategies
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Real Estate
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Mortgage
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Adequate Property & Casualty Coverage
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Personal Liability Coverage
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Commercial Lines of Coverage
What to Expect
My Commitment :
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Work with your current assets and cash flow
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Maintain strictest security and confidentiality at all times
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Design plans consistent with your objectives and risk tolerance
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Compare and test multiple scenarios for establishing lifelong financial success
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Asset protection
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Respect your relationships and references
Your Commitment :
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Be prompt for meetings and be prepared with information requested
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Consider providing Jerry with referrals should you find value in his services