Our Services

 

Insurance Products and Services

 

• Life insurance

 

 

 

• Annuities

 

 

• Pensions

 

 

• Profit-sharing & 401(k) plans

 

 

• Variable life insurance & variable annuities

 

 

OSAIC FA

Registered Products, Financial Planning Services and Asset Allocation Programs

 

 

• Mutual funds

 

 

 

• Stocks/bonds

 

 

• Limited partnerships

 

 

• Asset management programs

 

 

• Self-directed IRAs

 

 

• Variable life insurance & variable annuities

 

 

• Securities brokerage

 

 

• Financial planning

 

 

• Investment planning

 

 

• Retirement planning

 

 

• Education funding

 

 

• Estate planning

 

 

• Business owner planning

 

 

• Executive benefit plans

 

 

• Employee benefit plans

 

 

• Education seminars

 

 

• Insurance review

 

 

 

Available From Other Companies

 

 

- Insurance Products and Services

 

 

• Group insurance

 

 

 

• Term insurance

 

 

• Major medical insurance

 

 

• Medicare supplement insurance

 

 

• Annuities

 

 

• Survivor life insurance

 

 

• Disability income insurance

 

 

• Long term care insurance

 

 

• Employer sponsored life insurance