Home
Annuities
Basics
What is an annuity?
Reasons for purchasing an annuity
The difference between annuities and life insurance
How much should I invest in an annuity?
Types of Annuities
What are the different types of annuities?
What is a lifetime annuity?
What are deferred and immediate annuities?
What is the difference between a fixed and variable annuity?
Buying an Annuity
How are annuities sold?
*How do I pick a life insurance company?
How do I pick an insurance agent?
What is a free-look provision?
*What are surrender fees?
How will I receive my annuity payments?
Additional Information
How often should I review my annuity portfolio?
Where can I get more information on annuities?
Receiving annuity payments
What if I lose my annuity policy?
En Español
¿Qué es una anualidad?
Definiciones básicas de anualidades
¿Porqué considerar una anualidad?
¿Qué son los diferentes tipos de anualidades?
¿Cuáles son las diferencias entre una anualidad fija y una variable?
Sección de ayuda: preguntas y respuestas
¿En qué se diferencian las anualidades de los seguros de vida?
¿Cuánto se debe invertir en una anualidad?
¿Cómo y dónde se adquiere una anualidad?
¿Cómo recibir las distribuciones o pagos de las anualidades?
Disability
Looking out for yourself with disability insurance
What are the types of disability insurance?
How can I purchase disability insurance?
How are disability premiums determined?
How can I save money?
Will my employer provide disability coverage?
Where can I get more information?
Health
Basics
What are my health insurance choices?
Are there any other sources for covering medical expenses?
Are there any specialty health insurance policies?
What can I do if I am having trouble settling my claim?
Buying Health Insurance
Should I participate in my employer's health insurance program?
If my employer does not offer health insurance, can I buy an individual policy?
How do I pick a health plan?
How can I determine the quality of the insurance plan I am looking at?
If I change jobs or become unemployed, can I take my health insurance coverage with me?
How can I lower my health insurance costs?
Additional Information
Where can I go for more information?
Can I deduct my health insurance premiums on my income tax return?
Can I deduct the medical expenses that my insurance does not cover on my income tax return?
Can I buy health insurance if I have a serious illness or a chronic condition?
Do I need to alert my insurance company if I am expecting a baby?
Will my health insurance pay my medical expenses outside the United States?
What if I am disabled and can't work?
Life
Basics
Why Should I Buy Life Insurance?
How much life insurance do I need?
What are the principal types of life insurance?
How is life insurance sold?
What is a beneficiary?
Types of Life Insurance
What are the different types of term life insurance policies?
What are the different types of permanent life insurance policies?
Why should I purchase permanent insurance?
What is burial insurance?
Buying Life Insurance
How to choose the right type of life insurance
How do I pick a life insurance company?
How can I assess the financial strength of an insurance company?
How should I choose a life insurance agent?
How to Save Money on Life Insurance
Additional Information
If I can't pay my premium, what should I do?
How do I file a life insurance claim?
How often should I review my policy?
How should I organize and store my life insurance records?
How can I locate a lost life insurance policy?
Do "Empty Nesters" need life insurance?
Should I buy life insurance on my child's life?
Where can I get more information on life insurance?
Unclaimed Life Insurance Benefits
Indexed Universal Life (IUL)
Term Policies
Permanent Policies
Product Grid
En Español
Los seguros de vida a término: opciones y ventajas
Los seguros de vida permanente: opciones y ventajas
Long-Term Care
Basics
What is 'long-term care'?
Will I need long-term care?
Should I buy long-term care insurance?
How much does long-term care cost?
What's the best age to buy long-term care insurance?
What features of long-term care policies should I focus on?
How can I save on long-term care insurance?
Should I invest the amount I would pay in premiums instead of buying long-term care insurancee?
What are 'Partnership for Long-Term Care' programs?
Extended Home Care (EHC)
Planning
Financial Planning
Retirement Planning
401(k) Plan
SIMPLE 401(k) Plan
One-Participant 401(k) Plan
403(b) Tax-Sheltered Annuity Plan
Designated Roth Account
Keogh Plan
SEP-IRA
Self Directed IRA (SDIRA)
Traditional IRA
College Funding
Life Stages
Students
Single
Marriage
Domestic Partners
Raising Children
Employment Change
Divorce
Senior Years
Resources
Chamberlain Hrdlicka
Expense Reduction and Recovery
IRA Services Trust Co.
Lifetime Income
Partners South Accounting
Video Library
Company
Request Information
Directory
Site Map
Solicitar información en Español
About the Founder
Dan Fraser
Select a contact:
Brandon Perrier
Craig A. Prince, LUTCF
Dan Fraser
Dean Armstrong
Dino Balani
Doug Castino
Elliot Yaro
John David "JD" Ward
Lucelly (Lucy) E. Gonzalez
Marco A. Novelo
Miguel Gonzalez
Timothy R. Fussell
Associate Partner
1007 N. Federal Highway - Suite 292
Fort Lauderdale, FL 33304
USA
Office: 800.654.3170 x125
Fax: 866.245.0097
Direct: 561.245.0208
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Home
Annuities
Basics
What is an annuity?
Reasons for purchasing an annuity
The difference between annuities and life insurance
How much should I invest in an annuity?
Types of Annuities
What are the different types of annuities?
What is a lifetime annuity?
What are deferred and immediate annuities?
What is the difference between a fixed and variable annuity?
Buying an Annuity
How are annuities sold?
*How do I pick a life insurance company?
How do I pick an insurance agent?
What is a free-look provision?
*What are surrender fees?
How will I receive my annuity payments?
Additional Information
How often should I review my annuity portfolio?
Where can I get more information on annuities?
Receiving annuity payments
What if I lose my annuity policy?
En Español
¿Qué es una anualidad?
Definiciones básicas de anualidades
¿Porqué considerar una anualidad?
¿Qué son los diferentes tipos de anualidades?
¿Cuáles son las diferencias entre una anualidad fija y una variable?
Sección de ayuda: preguntas y respuestas
¿En qué se diferencian las anualidades de los seguros de vida?
¿Cuánto se debe invertir en una anualidad?
¿Cómo y dónde se adquiere una anualidad?
¿Cómo recibir las distribuciones o pagos de las anualidades?
Disability
Looking out for yourself with disability insurance
What are the types of disability insurance?
How can I purchase disability insurance?
How are disability premiums determined?
How can I save money?
Will my employer provide disability coverage?
Where can I get more information?
Health
Basics
What are my health insurance choices?
Are there any other sources for covering medical expenses?
Are there any specialty health insurance policies?
What can I do if I am having trouble settling my claim?
Buying Health Insurance
Should I participate in my employer's health insurance program?
If my employer does not offer health insurance, can I buy an individual policy?
How do I pick a health plan?
How can I determine the quality of the insurance plan I am looking at?
If I change jobs or become unemployed, can I take my health insurance coverage with me?
How can I lower my health insurance costs?
Additional Information
Where can I go for more information?
Can I deduct my health insurance premiums on my income tax return?
Can I deduct the medical expenses that my insurance does not cover on my income tax return?
Can I buy health insurance if I have a serious illness or a chronic condition?
Do I need to alert my insurance company if I am expecting a baby?
Will my health insurance pay my medical expenses outside the United States?
What if I am disabled and can't work?
Life
Basics
Why Should I Buy Life Insurance?
How much life insurance do I need?
What are the principal types of life insurance?
How is life insurance sold?
What is a beneficiary?
Types of Life Insurance
What are the different types of term life insurance policies?
What are the different types of permanent life insurance policies?
Why should I purchase permanent insurance?
What is burial insurance?
Buying Life Insurance
How to choose the right type of life insurance
How do I pick a life insurance company?
How can I assess the financial strength of an insurance company?
How should I choose a life insurance agent?
How to Save Money on Life Insurance
Additional Information
If I can't pay my premium, what should I do?
How do I file a life insurance claim?
How often should I review my policy?
How should I organize and store my life insurance records?
How can I locate a lost life insurance policy?
Do "Empty Nesters" need life insurance?
Should I buy life insurance on my child's life?
Where can I get more information on life insurance?
Unclaimed Life Insurance Benefits
Indexed Universal Life (IUL)
Term Policies
Permanent Policies
Product Grid
En Español
Los seguros de vida a término: opciones y ventajas
Los seguros de vida permanente: opciones y ventajas
Long-Term Care
Basics
What is 'long-term care'?
Will I need long-term care?
Should I buy long-term care insurance?
How much does long-term care cost?
What's the best age to buy long-term care insurance?
What features of long-term care policies should I focus on?
How can I save on long-term care insurance?
Should I invest the amount I would pay in premiums instead of buying long-term care insurancee?
What are 'Partnership for Long-Term Care' programs?
Extended Home Care (EHC)
Planning
Financial Planning
Retirement Planning
401(k) Plan
SIMPLE 401(k) Plan
One-Participant 401(k) Plan
403(b) Tax-Sheltered Annuity Plan
Designated Roth Account
Keogh Plan
SEP-IRA
Self Directed IRA (SDIRA)
Traditional IRA
College Funding
Life Stages
Students
Single
Marriage
Domestic Partners
Raising Children
Employment Change
Divorce
Senior Years
Resources
Chamberlain Hrdlicka
Expense Reduction and Recovery
IRA Services Trust Co.
Lifetime Income
Partners South Accounting
Video Library
Company
Request Information
Directory
Site Map
Solicitar información en Español
About the Founder