Investment Services
Insurance
Insurance can offer various vehicles to help transfer risk and to help fund for specific future needs. On an individual basis, our office can help assist you in preparing a policy which best meets your needs. In choosing the type of life insurance policy you purchase, consideration must be given to the need which is being filled; e.g., funding retirement needs, creation of an estate, payment of estate settlement costs (federal and state death taxes, last illness and burial costs, probate fees, etc.), business buy-out, key-man coverage, etc.
After analyzing the situation and need, we can help design a specific plan and course of action to make sure you are adequately covered. Various insurance types (including Term, Whole Life, Universal Life, Variable & Universal Life, Single Premium Whole Life, etc.) will be consulted to help achieve the desired outcome.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Rice Investment Advisory Services, Inc. Bruce A. Rice, Representative and Anderson Financial, Inc. Erik J. Anderson, Representative. Rice Investment Advisory Services, Inc., Anderson Financial, Inc., Employee Incentive Plans, Inc., and Securities America, Inc. are separate entities and are not affiliated with any other entity named on this site.
The Investment Fiduciary standard of care applies to advisory services only.
Tax and Plan Administration services provided by Employee Incentive Plans, Inc.
Advisory Licensed in TX | Insurance licensed in FL, TX
Securities Licensed in AK, AL, AZ, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR,
SC, TX, UT, VA, WA, WI
This is not a CPA firm
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