Products

Employee Benefits
 

  • Health Insurance

  • Dental Insurance

  • Life Insurance

  • Disability Insurance

  • Vision Plans

  • Voluntary Plans

  • Alternative Health Plans

  • Retirement Plans*

  • Long Term Care

  • Legal Plans

  • College Savings Plans 

  • EAP
  • COBRA
  • Cafeteria Plans
    •
  • Online Enrollment
  • Lunch & Learn
    •

Owner Benefits
 
  •  Exec_U_Care (Company paid claims)
  • Company Paid Life insurance (Split Dollar)
  • Executive Bonus plans
  • World Wide Travel Insurance
    •
  • Deferred Compensation
  • Disability Plans
  • 419 Arrangements
  • Business Continuation Plans

Executive Benefits
 
  •  Exec_U_Care (Company paid claims)
  • Company Paid Life insurance (Split Dollar)
  • Executive Bonus plans
  • World Wide Travel Insurance
    •
  • Deferred Compensation
  • Disability Plans
  • 419 Arrangements
  • Key Person Insurance

Business Plans
 
  • Alternative Health Plans
  • Retirement Plans
  • Long Term Care
  • Legal Plans
  • College Savings Plans 
    •
  • Executive Bonus Plans
  • Deferred Compensation
  • Disability Plans
  • 419 Arrangements
  • Split Dollar 

Individual Insurance
  • Alternative Health Plans
  • Retirement Plans*
  • Long Term Care
  • Legal Plans
  • College Savings Plans* 
    •
  • Term Life Insurance
  • Variable and Permanent Life Insurance*
  • Survivorship Life Insurance*
  • Disability Insurance

Investment Products
  • Variable Annuities*
  • Index Annuities *
  • Mutual Funds*
  • Asset Management Portfolios
    •
  • Roth IRA*
  • SEP IRA*
  • Simple IRA*
  • Traditional IRA*
  • Educational IRA*

Financial Products
  • College Plans*
  • Estate Plans
  • Money Management*
  • Money Purchase Plans
    •
  • Profit Sharing Plans
  • Retirement Plans*
  • 401(k) Planning*
  • 403(b) Planning
If you have any questions please e-mail or call us.
(858) 376-1800

The value and income of any of the securities or financial instruments mentioned in the Site can fall as well as rise and an investor may get back less than he invested. Past performance is not necessarily a guide to future performance.

Mutual Funds, Variable Annuities and Variable Universal Life are not deposits or obligations of any bank, are not guaranteed by any bank, nor are they insured by the FDIC or any other agency, and involve investment risk, including the possible loss of the principal amount invested. You may obtain a current prospectus, which contains more complete information about the investment companies and products being offered, from your financial consultant. Please read the prospectus carefully before investing.

Not all products offered in all states