Independent Agent

Neville C. Jackson, MPA, LUTCF, FSS, CLTC
Financial Services Professional

The following is a list of the services I provide. Please use me as a reference if you need information, or pass this on to a friend.

Services
• Review Insurance Programs, and Portfolio
• Needs analysis, Retirement Planning, Education Planning
• 401K, 403B, and IRA Rollover
• Risk Management, Investment Planning*, Distribution Planning
Estate Preservation, Business Owners and Employees’ Benefits
• Periodic Review
Protection Products:
1. Life Insurance: Term Life, Permanent
2. ncome Protection: Disability Income Insurance
3. Long Term Care Insurance
4. Health: Health Insurance, Dental Insurance & Vision Insurance
5.
Investments Products:
1. Annuities: Fixed Annuities, SPIA, Variable Annuities
2. Mutual Funds
3. Collage 529 saving plans

Business Programs and Planning:
1. Non-Profit Organizations’ Benefits: 403B
2. Business Continuation: Buy-Sell Strategies, Family Business succession,
Key Person Insurance, Overhead Expense.
3. Group Benefits: 125 Bonus Plans, Health, Dental, and Vision
4. Qualified Plans: 401K, IRA, SIMPLE, SEP, Profit Sharing, Etc.
5. Executive Benefits: Section 162 Bonus Plan, 412(e)(3),
Split Dollar Insurance, Salary Continuation