Products And Services 
 
What's Your Retirement Plan?
Still waiting for your ship to come in?


Forget about it.  Make a real retirement plan.
Hoping for a mysterious inheritance or buying a ton of lottery tickets
isn’t exactly a plan; it’s wishful thinking.  What you need is a serious strategy.  Let’s get started.  We’ll sit down with you and figure out how to accomplish your goals, before the paychecks stop coming in.
 


 We Offer You Complete Insurance and Financial Programs:

INSURANCE MANAGEMENT
  • Auto/Motorcycle
  • Umbrella Liability
  • Homeowners/Renters
  • Recreational Vehicles
  • Farms

BUSINESS INSURANCE

  • Commercial Property
  • Commercial General Liability
  • Business Auto
  • Commercial Excess Liability
  • Workers Compensation
  • Employee Benefits Liability
  • Bonds
  • Commercial Inland Marine

LIFE INSURANCE

  • Universal
  • Pre-Need Life & Trust
  • Single Premium
  • Whole Life
  • Term
  • Mortgage Coverage
  • Second-To-Die
HEALTH INSURANCE
  • Individual Health
  • Medicare Supplements
  • Nursing Home/Long Term Care

RETIREMENT & ESTATE PLANNING

  • 401 (k) ***
  • SEP ***
  • SIMPLE IRA ***
  • Buy-Sell ***
  • Key Person Life ***
  • Deferred Compensation ***

  • IRA Rollover ***

  • Roth IRAs ***

  • Minimizing Estate Taxes/Probate ***

  • Maintaining Sufficient Income ***

  • IRA Alternatives ***

  • Gifting ***

  • Charitable Giving ***

  • Annuities ***

***Securities Offered Through Packerland Brokerage Services, Inc. (PBS),432 Security Blvd, Suite 101,Green Bay, WI 54313.  Phone 920-662-9500.  Member: FINRA & SIPC.  

Note: Communication by e-mail is NOT a binder of coverage and there is NO coverage in force until approved by the insuring company.   Licensed in Wisconsin Only