Products and Services for Individuals
Investment Accounts and Advisory Programs
Fixed-Income Investments
Mutual Funds (income-oriented)
Unit Investment Trusts (income-oriented)
Municipal and Government Bonds
Money Markets
Certificates of Deposit
Equity Investments
Mutual Funds (growth-oriented)
Large Cap Growth/Value Funds
Small/Mid Cap Growth/Value Funds
International Equity Funds
Asset Allocation Funds
Sector Funds
Publicly Traded Stocks
Individual Retirement/Education Planning
Traditional and Roth IRA
Coverdell Education Savings Account
529 Plans
Life Insurance
Annual Renewable Term
Level Term
Whole Life
Universal Life
Variable Universal Life
Survivorship Variable Universal Life
Survivorship Universal Life
Annuities
Fixed (single flexible & immediate)
Variable Annuities (immediate & flexible payment)
Group Annuities (qualified retirement plans)
Equity Indexed Annuities
Disability & Long-Term Care Insurance
Individual Disability Income
Individual Long-Term Care
Alternative Investments
1031s
Business Development Companies
Limited Partnerships
Managed Futures
Precious Metals
Private Equity/Hedge Funds
REITs