Services / Products

Services / Products

Whether you are starting a family, purchasing a home, or building a business we can help you achieve your objective. Addressing your future financial needs requires a variety of solutions.

See our list of products and services below.


For more information, please call Terry at 915-581-5696 or email thudson@investorscapital.com.
You can also request a quote online.

Wealth Transfer
  • Estate Planning
  • Trust Planning
  • Asset Protection

 

Business Insurance
  • Buy-Sell Funding
  • Key Person Indemnification
  • Group Health Insurance
Disability Insurance
  • Individual
  • Buy-Out
  • Long Term Care

 

Executive Benefits
  • Salary Continuation
  • Deferred Compensation
  • Business Succession Plan
Commercial Products
  • General Liability
  • Commercial Auto
  • Workers' Compensation
  • Employers' Liability

 

Qualified Retirement Plans
  • Simple IRA
  • 401K
  • Profit Sharing

Go to HealthCare.Gov for information about the Affordable Healthcare Act.

Securities offered through Investors Capital Corp. Member FINRA / SIPC.
6 Kimball Ln, Lynnfield MA 01940. 800-949-1422.