Financial Services

Financial services are a broad range of more specific activities such as investing, banking, and insurance. Financial services are limited to the activity of financial services firms and their professionals, while financial products are the actual goods, accounts, or investments they provide.

Financial Professional and Life Insurance Agent

DHAVAL PANCHAL

~ MARKETING DIRECTOR ~

Licensed in All 50 US States.

We work with 189 Insurance companies all over US and Canada. Our offices are located all over US and Canada.

financial services

Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person.

Long Term Care

Long-term care is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods.

IRA

An individual retirement account in the United States is a form of “individual retirement plan”, provided by many financial institutions, that provides tax advantages for retirement savings.

IRA Roth

A Roth IRA is an individual retirement account under United States law that is generally not taxed upon distribution, provided certain conditions are met.

401K Rollover

A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan distribution to roll it over to another plan or IRA.

Retirement Planning

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Funeral Concierge

A Funeral Concierge provides families with guidance and information related to planning a funeral. They offer options for clients based on individual needs and guide them through the funeral planning process.

College planning

College planning involves research, creating potential college lists, picking the right classes and knowing which forms to fill out…and submit them on time.

annuity

An annuity is a series of payments made at equal intervals. Examples of annuities are regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments and pension payments. Annuities can be classified by the frequency of payment dates.