Financial Strategies
RETIREMENT PLANNING - COLLEGE FUNDING - ESTATE PLANNINGAnchor Agency, Inc. has the experience and ability to review existing financial strategies, and provide retirement planning, as well as a high level of support and on going education to our clients.
Disability Income
Long Term Care
IRA - Traditional*
ROTH IRA*
Educational IRA*
Mutual Funds*
Annuities*
Tax Deferred Annuities*
Pension Maximization
Private Pension Plans
Specially Designed Programs for…
Individuals
Business
Sole Proprietors
We have the experience and ability to review existing plans, prepare illustrations, design programs, provide retirement planning, as well as provide a high level of support to our clients.
Ask us about…
Life Insurance
Buy-Sell Programs
Key Person programs
Disability Income
Long Term Disability
Long Term Care
IRA’s*
Mutual Funds*
Health insurance
Travel Accident
Tax Deferred Annuities*
Group Employee Benefit Plans
Qualified Retirement Plans*
Non-Qualified Retirement Plans
With full-time administrative support and access to almost every major company, we are able to provide the best products for our clients at the most cost effective premiums.
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You should consider the Investment objectives, risks, and charges and expenses of the variable product and its underlying fund options carefully before investing. The prospectuses/prospectus summaries contain this and other information, which can be obtained by contacting your local representative. Please read the information carefully before investing. Call us for a free copy.
At Anchor Agency, Inc., we have the experience and ability to review existing plans, design personalized programs, as well as, provide a high level of support.
With full-time administrative support and access to major companies, we are able to provide the most appropriate products with the most cost effective premiums.
Term Life Insurance
Universal Life Insurance
Survivorship Life Insurance
Second To Die Insurance
Whole Life Insurance
Universal Variable Life Insurance*
Juvenile Life Insurance
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You should consider the Investment objectives, risks, and charges and expenses of the variable product and its underlying fund options carefully before investing. The prospectuses/prospectus summaries contain this and other information, which can be obtained by contacting your local representative. Please read the information carefully before investing.
