Equitas Advisor Services
What kind of life insurance is right for you?
Navigating how much Life Insurance you may need.
What different kinds of Life Insurance products are out there?
Life Insurance Carriers we offer.
Annuity Overview.
Navigating Annuity needs and size.
What are the two main Annuity Strategies?
What are the different types of Annuities?
Annuity Carriers we offer.
Long Term Care Insurance Overview.
Navigating how much Long Term Care Insurance your client needs.
Defining how LTCI works.
Alternatives to Long Term Care Insurance.
Long Term Care Carriers we offer.
Group Health Overview
The Process
Ancillary Group Benefits
Group Life
Group Disability
Understanding Health Insurance Premiums
What is Premium Financed Life Insurance?
Benefits and Important considerations.
Exit Strategy
The mechanics of Premium Finance.
Who is Premium Finance right for?
The role of Life Insurance in business
Key Person Life Insurance
Buy-Sell Agreements (Cross Purchase)
Split Dollar Agreements
Deferred Compensation Plans
Defined Benefit Compensation Plans 413(e)(3)
Collateralizing business loans
What is Long Term Disability Insurance?
Navigating how much Disability Insurance you may need.
What are the different types of LTDI?
Defining how LTDI works.
The Need
Benefits
Qualifications
Estate & Tax Planning Considerations
Qualified Domestic Trust
A Trusted Guide to Financial Advisory
What is a Registered Investment Advisor
Why a "Fee Only" Financial Advisor?
What Sets us Apart?
Financial Planning & Wealth Management Services