Financial Services
Life Insurance Need Calculator | Social Security Earning Records
| A FEW OF THE LIFE, LONG TERM CARE, ANNUITY & DISABILITY COMPANIES WE PROUDLY REPRESENT | ||
| AFLAC AETNA AIG AIG SUNAMERICA ALLIANZ AMERICAN GENERAL AMERICAN NATIONAL AMERITAS AXA EQUITABLE BANNER LIFE BERKSHIRE CHASE LIFE & ANNUITY CINCINATTI LIFE CNA VALLEY FORGE LIFE COLUMBUS LIFE EMPIRE GENERAL FIDELITY LIFE & GUARANTY FIRST COLONY FORTIS GUARDIAN |
GENWORTH FINANCIAL GUARANTEE TRUST HARTFORD INDIANAPOLIS LIFE ING JACKSON NATIONAL JEFFERSON PILOT JOHN HANCOCK LINCOLN BENEFIT LINCOLN NATIONAL LINCOLN FINANCIAL MASS MUTUAL METROPOLITAN MIDLAND NATIONAL MUTUAL OF OMAHA NATIONWIDE NEW YORK LIFE NORTH AMERICAN-NACOLAH OHIO NATIONAL |
PACIFIC LIFE PRINCIPAL PRUDENTIAL REASSURE AMERICA RELIASTAR SECURITY MUTUAL SOUTHLAND LIFE STANDARD LIFE SUN AMERICA (AIG) SUN LIFE OF CANADA TRANSAMERICA TRANSAMERICA OCCIDENTAL TRAVELERS UNITED OF OMAHA WEST COAST LIFE UNITED BENEFIT UNUM US FINANCIAL US LIFE |
| Financial Products Offered | ||
| Variable Universal Life | Municipal Bonds | |
| Variable Annuities | Managed Investment Portfolios | |
| Mutual Funds | Corporate Bonds | |
| Stocks | Keoghs, 401K, Simple 401K's, SEPS, IRA's, Simple IRA's, ROTH IRA's | |
| Tax Free Municipal Bonds | ||
| Other Products Offered | |
| Term Insurance | Fixed Annuities |
| Medicare Supplements | Long Term Care Insurance |
| Disability Disability Needs Calculator | Interest Sensitive Whole Life |
| Whole Life Insurance | Limited Partnerships |
Tax Savings
1. CREATIVE ESTATE PLANNING IDEAS
Estate Freezing Techniques
Charitable Estate Planning
Irrevocable Life Insurance Trusts
Tax Wise Wills and Trusts
Business Succession Planning
2. PENSION AND PROFIT SHARING PLANS
IRA Rollovers
Creative Pension Distribution Planning
Lifetime Retirement Income
401K Plans
ESOP Plans
Severance Benefit Plans
Private Pension Plans
S.T.A.R. PLANS (special tax advantage retirement plans)
3. FUNDED BUY-SELL AGREEMENTS
Stock Redemption Plans
Reverse Split Dollar
Charitable Reverse Split Dollar
Cross Purchase or Entity Plans
4. DEFERRED COMPENSATION PLANS
S.T.A.R. PLANS
5. EXECUTIVE BONUS PLANS
6. TAX FREE INTEREST ON SAVINGS
7. KEYMAN INSURANCE
8. PAYROLL DEDUCTION LIFE INSURANCE
Note: No recommendations made without the approval of your CPA or Attorney.
Securities offered through
Ogilvie Security Advisors, Corp.
71 S. Wacker Dr., Suite 3025
Chicago, IL 60606
(888) 896-0200
Member FINRA/SIPC
www.finra.org
www.sipc.org
Richard Whitaker Insurance Services Inc. and Ogilvie Security Advisors Corp. are independently owned and operated.