Personal Banking - Investment Services - Products & Services
INVESTMENTS | INSURANCE | RETIREMENT PLANNING | ANNUITIES | SERVICES

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Investments
Stocks
Bonds (individual and corporate purchases), full access to all bond markets
Mutual Funds
Money Markets, Commercial Paper, etc.
Brokerage Accounts
Privately Managed Accounts
Direct Participation Programs

Insurance
Estate Planning
Business Continuation
Buy Sell Agreements
Executive Benefit Planning
Retirement Income Planning
Tax Planning
Deferred Compensation Plans
Business Owned Life Insurance (BOLI)
Company Owned Life Insurance (COLI)
Long Term Care (individual and group)
Tax Deductible Long Term Care for Executives
Life, Health and Disability
Return of Premium Term Life Insurance

Retirement Planning
IRAs: Roth, Traditional, Educational
Rollovers and Transfers
SEPs
401k Plans
Money Purchase Plans
Defined Benefit
Defined Compensation
TSAs: 403(b), 403(b)7, 501(c)3
Keogh (HR-10) Plans

Annuities
Guaranteed Rate
Group Plans
Variable
Indexed
Immediate/Income
Combination

Services
Portfolio Review
Insurance Review
Asset Allocation
College Education Planning
Retirement Planning
Small Business Planning
Cash Flow Analysis

Find an office near you to discuss the right investment program for your business needs.

Investment and insurance products offered through Investment Professionals, Inc. are:
Not FDIC insured May lose value Not bank guaranteed	Not a deposit Not insured by any federal government entity