Business Planning

Service

Buy-sell Funding. Business Continuation/Succession Planning . Key Person Protection. Business Overhead Expense Protection. Business Loan Protection. Salary Continuation Alternatives.

College Funding Strategies

Service

Employee Benefits Planning

Service

Pension Plans. 401 (k) Plans. Split Dollar and Executive Bonus Plans. Deferred Compensation Planning.

Estate Analysis

Service

Wealth Maximization and Conservation

Group Life & Health Benefits

Product

Long-Term Disability Protection. Group Major Medical. Group Dental.

Insurance Planning

Service

Life, Disability Income**, Medical, Long Term Care** **Disability income and long-term care insurance products are underwritten and issued by Berkshire Life Insurance Company of America,...

Investment Products

Product

Variable Annuities* Stocks and Bonds* Mutual Funds* *Securities products and services offered through Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.