Products & Services

Products & Services

The Integrated utilizes a broad array of products and services in the following categories but our Wealth+ process is used to help 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 strategies specially tailored for your situation.

Products and services include:

• INSURANCE
  • Life Insurance
  • Long-term care, disability income and critical illness insurance
  • 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 strategies
  • 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