Services and Products
Personal Insurance Protection by Premier Planning
Every client that comes to us is different as each requires a different approach to their financial planning. Premier Planning Group focuses on getting to know each individual’s unique needs to ensure we create a personal insurance protection plan that works for them. Our advisors spend time learning about your past investments, current needs, and how you want to achieve goals in the future. They then add in their wealth of experience and knowledge of various markets and products to suggest strategies and approaches you may not have thought of. Our goal is to address every concern you walk in with and answer every question you may not have thought of. You bring the vision, and we’ll bring the know-how.
Personal Insurance Protection: Services and Products
Thanks to our wide range of quality investment and personal insurance protection products, our agents take all this information and put together a personalized financial plan that truly fits you and where you want to go. From personal insurance protection and investment plans to business planning and protection, we offer the services and products to take you from plan to action.
PPG is committed to helping you develop long-term plans that can lead to financial success in the following areas:
Services Offered Through Our Firm
- Asset Allocation*
- College Funding*
- Estate Analysis
- Investment Advisory Services*
- Financial Planning*
- Retirement Income Planning*
- Charitable Giving
- Individual Strategies
- Brokerage Services*
- Personal Protection Planning
- Business Protection Planning
- Business Succession Planning
- Executive Bonus Arrangements
- Deferred Compensation
Products Offered Through Our Firm
- Cash Value Life Insurance
- Term Life Insurance
- Survivorship Life Insurance
- Disability Income Protection
- Long Term Care Insurance
- Key Employee Insurance
- Group Medical Insurance
- Group Life Insurance
- Mutual Funds*
- Managed Accounts*
- Alternative Investment Strategies* (Oil & Gas)
- 401k Plans*
- SEP IRA's*
- Income Annuities
- Equity Index Annuities
- Guaranteed Lifetime Withdraw Benefits
- Variable Annuities