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Insurance & Financial Services
Personal Solutions
Financial Resource Analysis
- Life & Disability Income Insurance Needs
- Retirement Income Needs
- Budgeting and Cash Flow Study
Retirement Planning
- Fixed Annuities
- Retirement Needs Analysis
- Tailored Retirement Needs
- Long Term Care Insurance
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Tuition Funding Programs
- College Costs Analysis
- Analysis of Alternatives
- Insurance
Estate Analysis
- Hypothetical Probate Analysis
- Tax Reduction Strategies
- Charitable Giving
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Business Solutions
Business Continuity Planning
- Funding Option Analysis
- Buy-Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation Funding
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
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Employee Benefit Program
- Life and Disability Income Insurance
- Pension, Profit Sharing and 401(k) Plans
- Payroll Deduction Plans
- Simple IRAs
- Non-Qualified Retirement Programs
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Insurance Products
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
- Are not deposits or other obligations of the bank or any
bank affiliate;
- Are obligations of the insurance company only;
- Are not guaranteed, issued or underwritten by the FDIC,
the bank or any bank affiliate;
- Are not insured by any agency of the US, the bank or any
bank affiliate;
- Are not a condition to the provision or term of any
banking service or activity;
- Need not be negotiated or purchased through any
particular person as a condition of any financial
transaction or service;
- May be purchased from any agent or company and the
customer's choice will not affect current or future credit
decisions; and
- Involve an investment risk, including possible loss of
principal or loss of value. The market value of the
investment may fluctuate, causing possible loss of principal
amount invested.
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