As independent advisors, we are successful and well-respected professionals within the life insurance community. We treat our client’s insurance policies like their other financial investments. Their policies are monitored and reviewed to help assist the client in understanding their protections, and how each fits into their overall planning needs.
Our policy review process provides tremendous insight and information, allowing clients to make better informed decisions.
We know how to combine insurance, financial, and estate tax strategies, and how powerful they can be for financial life planning purposes.
Since we are independent, we are not beholden to any single companies’ contract or service offerings.
A partial list of the insurance offerings we provide is featured below:
Guaranteed Level Premium of 10 – 30 Years
Term Life policies convertible to permanent life policies = flexibility in planning
*All guarantees are based on the claims paying ability of the issuing insurance company.
Permanent Life Policies
Universal Life – Guaranteed Universal Life, Indexed Universal Life, Variable Universal Life
Whole Life – Level Pay Premiums for Life, Modified Step-Up Premiums
*All guarantees are based on the claims paying ability of the issuing insurance company
Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of First Allied Securities, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the First Allied Securities, Inc. site at www.firstallied.com
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.