Group Insurance
*Medical/Dental/Vision
*Life Ins
urance
*Short & Long Term Disability
*Chiropractic Care
*Acupuncture
Retirement Plans
*401 (k)
*Profit Sharing Plans
*SEP/IRA
*Defined Benefit Plans
Individual Products
*Long Term Care Products
*Medicare Supplements
*Disability Income Insurance
*Life Insurance
*Health/Dental Insurance
*Mutual Funds
*Variable Annuities
*Variable Life Insurance
Executive Benefits
*Key Person Insurance
*Funding for Buy-Sell Agreements
*Deferred Compensation
Other Services
The service provided is based largely on the needs of the individual client. Following are a few additional services we offer our group clients.
*Key-Person life, disability, and business insurance consultation.
*Executive consultations on personal insurance portfolios
*Qualified and Non-Qualified pension and retirement plans
*Technical support on your Employee Benefits web page
Securities offered through Registered Representatives of Cambridge Investment Research INC, a broker dealer, member FINRA (www.FINRA.org)/ SIPC(www.SIPC.org) Investments. Advisory services offered through Cambridge Investment Research Advisors Inc, a registered investment advisor. IFS, Insurance and Financial Services and Cambridge are not affiliated.
We can offer securities to only residents of CA.