Corporate Headquarters

800-281-0010 toll free
928-344-3500 local
928-344-3507 fax

Life, Health & Investments

BusinessServices


Life, Health & Disability

  • Life Insurance
  • Disability Insurance
  • Group Health Insurance
  • Self-Funded Group Health Insurance
  • Group Long Term Care Insurance

Financial/Retirement Strategies

  • Annuities--Fixed or Variable*
  • Mutual Funds*
  • Retirement/Pension Plans:
    • IRA
    • SIMPLE IRA
    • 403( b )/TSA Retirement Plans
    • 401( k ) Retirement Plans
    • 412( i ) Plans
    • Profit Sharing Plans
    • Money Purchase Plans
    • Deferred Compensation Plans
    • Defined Benefit Plans

Business Services

  • Business Succession Strategies
  • Deferred Compensation
  • Executive Bonus Arrangements
  • Key Employee Insurance
  • Split Dollar Arrangements

Life Insurance

  • Adjustable Life
  • Survivorship Life
  • Term Life
  • Variable Life*
  • Whole Life

Employee Benefits Strategies

  • Employee Benefits Analysis
  • Group Life Insurance
  • Group Medical Insurance

Disability Income Protection



IIA Logo

CA License #0A91304


Securian Logo

*Securities and Investment Advisory Services offered through Securian Financial Services, Inc.

Securities Dealer, Member FINRA/SIPC A Registered Investment Advisor

2929 E. Camelback, Suite 220
Phoenix, AZ 85016 (602) 266-1989