Investments & Retirement
Build the financial future you richly deserve.
The investment world is always changing, and so are your dreams and expectations. You need a partner to help you manage change, in your life and in the market, with an array of innovative products and services.
Individual Investor Services
Institutional Investor Services
Annuities (Fixed and Variable)
Certificates of Deposit (CDs)
Although Certificates of Deposits are FDIC-insured, when they are purchased and sold in the secondary market, commonly referred to as “brokered CDs”, they will fluctuate in value and if sold prior to maturity are subject to risks including the possible loss of principal amount invested.
Fixed Income Investments (Bonds)
Fixed income investing offers several key benefits:
Income may be subject to the federal alternative minimum tax (AMT) for certain investors. Fixed income investments are subject to risks including: market, credit and interest rate risk.
In addition to providing you with financial protection and peace of mind, some life insurance policies (such as whole life policies) provide you with a tax-deferred cash flow for your retirement years.
Long-Term Care Insurance
This insurance coverage is typically designed to cover the cost of custodial care in nursing homes or extended care facilities.
Money Market Funds
These popular investment funds offer benefits like:
Separately Managed Accounts*
Your customized portfolio of stocks and/or bonds and cash will be guided by a professional investment manager.
Investing in stocks allows you to own shares of publicly held companies.
°Stocks are subject to risks including market risk. Past performance is no guarantee of future results. The value of securities will fluctuate and when redeemed, shares may be worth more or less that their original cost.
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