One of the Largest Terminal Funding Consulting/Placement
Firms in the Nation
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Offering Depth
Over
75 Years Combined Experience |
|
And Breadth
Regional
Offices Coast to Coast |
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| Specializing in: |
SPGA Buyout Placements
DOL/Fiduciary Due Diligence
Safest Available Annuity Provider Selection
Terminal & Maturity Funding
Qualified & Non-Qualified Annuity Contracts
Participant Educational Seminars for Terminating
Plans
Post Placement Services
Pension Risk Transfer |
Partnering with Top Quality Insurance Companies since 1983
Offers benefits consultants, enrolled actuaries, ERISA attorneys,
insurance agents and plan sponsors the strength of our combined services in
the terminal funding annuity product and service market.
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