PMG Insurance & Financial Services is dedicated to preserving and protecting our clients' financial well being through customized insurance & financial products as well as helping our clients plan for retirement with confidence and certainty. We service both the Individual and Small Business Marketplace. For Individuals and Families we are here to help in each of the Financial Life Phases.
We specialize in helping clients meet needs with Insurance Protection such as Health, Life, Disability or Long Term Care Insurance. We also have a Representative Advisor that provides services for planning for Retirement, IRA Rollovers, College Funding and establish Estate plans. For small businesses, PMG is available to develop complete employee benefit packages for Employers that include Medical, Dental, Life, Disability and Retirement Benefits such as Simple & SEP IRA's as well as 401k plans.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
We specialize in helping clients meet needs with Insurance Protection such as Health, Life, Disability or Long Term Care Insurance. We also have a Representative Advisor that provides services for planning for Retirement, IRA Rollovers, College Funding and establish Estate plans. For small businesses, PMG is available to develop complete employee benefit packages for Employers that include Medical, Dental, Life, Disability and Retirement Benefits such as Simple & SEP IRA's as well as 401k plans.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Services
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
PMG Insurance & Financial Services and Cambridge are not affiliated.
The information in this email is confidential and is intended solely for the addressee.
If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.
On the Employee side we can help with Simple and SEP IRA's as well as 403B and 401k plans.
PMG Insurance & Financial Services and Cambridge are not affiliated.
The information in this email is confidential and is intended solely for the addressee.
If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.
On the Employee side we can help with Simple and SEP IRA's as well as 403B and 401k plans.
CURRENT POSITION AVAILABLE: L/H Licensed Agent / Producer - We are expanding our Life & Health Division and are searching for an experienced Producer.
Lead programs and co-broker opportunities available.
Requirements: At least 3 years experience.
Must be self motivated, have excellent communication skills and willing to work in a team environment.
If you are interested please contact us @ 860-828-6764.
Lead programs and co-broker opportunities available.
Requirements: At least 3 years experience.
Must be self motivated, have excellent communication skills and willing to work in a team environment.
If you are interested please contact us @ 860-828-6764.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
One of the most common questions people ask about Social Security is when they should start taking benefits.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Learn about the importance of having an estate strategy in this helpful and informative video.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Learn about the importance of having an estate strategy in this helpful and informative video.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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