The Financial Services and Benefits Division of the agency is an integral part of our client service. We provide personal and business protections in the area of Life Insurance, Disability Insurance, Long Term Care, Health Insurance, and Employee Group Benefit Plans. We have been an industry leader in these services since 1984.
We also offer excellent service and expertise in Retirement, Investment, and Estate Tax Planning for Individuals and Companies alike. Some of these include Mutual Funds, Education Plans, Tax Deferred Annuities, Brokerage Accounts as well as IRA's, SEP's and 401K Plans. We provide these services through our partnership with LaSalle St Securities LLCas a Registered Branch Office. Nicholas Zec is a Registered Representative with LaSalle St. Securities LLC in Elmhurst Illinois. (member FINRA & SIPC)
Employer Group Benefits:
Individual Health: <Obtain Instant Quote>
Mutual Fund Partners:
Investment company products are sold by prospectus. Please read carefully before investing.
- ING Funds
- Oppenheimer Funds
- Putnam Funds
- American Funds
- Edvest 529 (Wells Fargo)
- Nationwide Funds
- Fidelity Funds
- Franklin/Templeton
- MFS
Life Insurance Partners:
Tax Deferred Annuity Partners:
Annuities are sold by prospectus. Please read carefully before investing.
401K / 403B and other Retirement Plan Partners:
- ING Financial
- Nationwide Financial
- John Hancock Financial
- National Financial Services
- American National Life