Products & Services

The Integrated utilizes a broad array of products and services in the following categories but our Wealth+ process also demands that we identify and source more customized products and services if you need them. It is in those complex situations that our creativity and our business acumen helps us define and invent customized solutions specially tailored for your situation.

Products and services include:

INSURANCE
- Life Insurance
- Long-term care, disability and critical illness
- Medical and dental insurance
- Group health benefits
RETIREMENT PLANNING*
- Lifetime income need
- Health care needs
- Estate protection
- Paying for retirement
  - Employer-sponsored Qualified Plans
  - Traditional and Roth IRAs
BUSINESS PLANNING
- Key employee protection
- Business succession planning
  - Business owner buy-sell agreement
  - Potential sale
  - Entity plan
  - Cross purchase agreement
- Tax planning
- Major capital purchase planning
- Employee Attraction and Retention
  - Benefits
  - Deferred compensation
  - Executive compensation
ASSET ALLOCATION PLANNING*
- Investment & financial services
COLLEGE SAVINGS
- 529 plan*
- Cash value life insurance