Benefits
Investment Services
- Private Wealth Solutions
- Variable Annunities
- Tax Sheltered Annuities, 403(b) Plans
- Brokerage Accounts
- Mutual Funds
- Professionally Managed (WRAP) Accounts
- Employee Stock Ownership Plans (ESOPs)
Retirement Plans
- IRA Consolidation/Rollovers
- 401(k) Retirement Plans
- Selective Executive Retirement Plans
- Deferred Compensation Plan Design
- Profit Sharing Plans
- Pension Transfer/Rollovers
- Pension Payout Alternatives
- Lump Sum Pension Distribution
- Defined Benefit Buyouts
Individual Insurance
- Term Life Insurance
- Whole Life Insurance
- Variable Life Insurance
- Universal Life Insurance
- “2nd to Die Life” Insurance
- Fixed Annunities
- Health Insurance
- Medical (Full & Partial) Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Dental Insurance
- Property Casualty Insurance
- Mortgage Protection (Funded by Life & Disability Income Insurance)
Business Insurance
- Business Continuity (Buy/Sell) Funding
- Commercial/Fire Insurance
- Key-Person Life Insurance
- Split-Dollar Plans (Funded by Life Insurance)
- Section 162 Bonus Plans
- Disability Income Overhead Expense Insurance
Group Insurance
- Group Major Medical Insurance
- Group Short & Long Term Disability Insurance
- Group Term Life Insurance
- Group Long Term Care Insurance
- Group Accidental Death and Dismemberment (AD&D) Insurance
- Group Dental Insurance
- Flexible Benefit Plans (FSA’s, PCA’s and HAS’s)
- Supplemental Disability Income Insurance Plans
Estate Conservation Strategies
- Irrevocable Trust Estate Planning (Funded by Life Insurance)
- Current Estate Plan Review
- Dynasty Trust Planning
- Estate Tax Reduction Plans
- Charitable Estate Funding
Additional Benefits
- Business Succession Strategies
- Charitable Giving Strategies
- Education Funding Strategies
Neither New England Financail nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance.
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