Programs for Individuals
Fixed-Income Investments
- Mutual Funds
- Unit Investment Trusts
- Municipal and Government Bonds
- Money Markets
- Certificates of Deposit
Equity Investments
- Mutual Funds
- Unit Investment Trusts
- Publicly Traded Stocks
Direct Investments
Individual Retirement/Education Planning
- Traditional and Roth IRA
- Coverdell Education Savings Account
- 529 Plans
Investment Accounts and Advisory Programs
- Available through Centaurus Financial, Inc., clients have access to a broad array of brokerage and advisory accounts
Life Insurance
- Annual Renewable Term
- Level Term 10,15 and 20 Years
- Whole Life
- Indexed Universal Life
- Universal Life
- Variable Universal Life
- Survivorship Variable Universal Life
- Survivorship Universal Life
Annuities
- Fixed
- Variable Annuities
- Group Annuities (qualified retirement plans)
- Equity Indexed Annuities
Disability & Long-Term Care Insurance
- Individual Disability Income
- Individual Long-Term Care
Financial Planning
- Fee-based Needs Analysis
- Personal Financial Plans
- Focused Needs Plans
- Personal Financial Plans with Estate Planning
