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Insurance & Protection Planning

Protection needs analysis is an essential component of any customized plan.  Based on your needs, we may recommend such solutions as:

  • A solution which would provide a source of family security or wealth transfer monies
  • Solutions to help retain key-employees utilizing tax-advantaged incentive benefits
  • Solutions which help provide income replacement during prolonged periods of disability

Our advisors make accessible to their clients a full-lineup of investment and protection research, services, and solutions. Learn more when you contact us.

Securities offered through Securities America Inc., member FINRA /SIPC . Advisory services offered through Securities America Advisors, Inc. Legacy Advisor Network, Ltd. and Securities America are separate entities. FINRA BrokerCheck available at

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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