Investment* & Insurance Products

Some of the recommendations made by our firm will involve the purchase and/or sale of insurance and security products. Neil Palache and Kevin Farrell offer insurance products from a number of highly respected companies; and offer securities* products in their capacity as Registered Representatives of Associated Securities. Dick Hilleary offers insurance products. Clients are under no obligation to act on recommendations for insurance/security products, or to affect the purchase/sale of these products through our firm. However, if the client chooses to implement specific product recommendations, we would receive commissions for those transactions.

Life Insurance

Term Life
Whole Life
Universal Life
Variable Life*
Survivorship Life
Joint Life

Health Insurance

Medical Insurance
Dental Insurance
Vision Insurance
HSA's
MSA's

Disability Income Insurance

Disability Income Insurance
Business Overhead Expense Insurance
Group Disability Insurance
Pension Trust Insurance

Long Term Care Insurance

Paid Up Plans
Group Plans
Individual Plans
In Home Plans

Annuities

Fixed Annuities
Variable Annuities*
Indexed Annuities*

Mutual Funds*

Growth Funds
Income Funds
Bond Funds
Stock Funds
Global Funds
International Funds
Balanced Funds
Indexed Funds

Qualified Plans

Profit Sharing Plans
Defined Contribution Plans
Defined Benefit Plans
Section 125 Cafeteria Plans
401k Plans
403b Plans
Ira's
Roth Ira's
Simple Ira's

Non Qualified Deferred Compensation Plans

Defined Benefit N.Q.D.C.
Defined Contribution N.Q.D.C.