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Our Product Based Services

In addition to our plan pricing, we also offer a-la-carte services so you can pick and choose which services make the most sense for your needs.

Our product-based services include

Protection Products:
Protection Products:

Insurance solutions help protect your loved ones, now and in the future, either from lost of income or extra costs that may come with a serious illness. We’ve got you covered.

  • Term life
  • Cash value whole life 
  • Universal Life 
  • Disability and Long-Term Care solutions
Advisory Solutions:
Advisory Solutions:

We offer a suite of objective, fee-based asset allocations and model portfolio solutions based on your investment needs.

  • Mutual Fund & ETF Warp Programs
  • Advisor Managed Portfolios
  • Separately Managed Accounts
  • Unified Managed Accounts
Brokerage Accounts:
Brokerage Accounts:

Custodies through Pershing, a subsidiary of BNY Mellon – a leading provider of global financial business solutions for over 75 years. Pershing has been named the #1 clearing firm, ranked by a number of broker/dealer customers.

  • 200+ mutual fund families
  • Donor-advised funds
  • EFTs
  • Individual Securities (stocks, bonds, options)
Cash Management:
Cash Management:

Cash protection and securities-based lending capabilities with your brokerage accounts provide safety and liquidity when needed.

  • FDIC-Insured Bank Deposit Sweep Programs
  • Securities-based lending
  • CDs
  • Cash management features with Corestone Accounts®
Education Accounts:
Education Accounts:

Competitive solutions to help you save for primary school and higher education.

  • 529s
  • Coverdell ESAs 
  • UGMAs

Retire with a confidence. Annuities are tax-deferred investments to help generate guaranteed income during retirement.

  • Immediate Income Annuities 
  • Deferred Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
Retirement Plans:
Retirement Plans:

Objective, flexible qualified plan solutions for small and large businesses.

  • Support for a wide-rage of qualified plan types: 403(b), 457, 401(k), profit-sharing, cash balance. defined benefit and combo plans
  • Fiduciary support services 
  • Participant education resources
  • Objective investment solutions

Offered through Park Avenue Securities

Click below for more information.

Learn More about Product Based Services

Advisory products are only available to be offered by appropriate licensed investment advisor representatives.
Asset minimums, commissions and fees may apply to certain products.
Insurances and annuities guarantees are backed exclusively by the strength and claims paying ability of the issuing insurance company.

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