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Our company offers a complete line of insurance and investment
products and service ranging from life, disability income and
annuities to group life, disability, dental, and health insurance,
employee benefit packages, including 401(k) plans, and IRA's: as well
as mutual funds and other investment product and services. We
carefully select insurance companies that can provide products
tailored to meet the individual needs of our client.
PLANNING AREAS: Global Financial Concepts focus on two major planning areas:
personal insurance planning for individuals and business insurance
planning for privately held companies.
INDIVIDUALS
- Family Security: avoiding financial calamity in the event of
untimely death or disability.
- Estate Tax Planning: for personal estates typically over
$3,000,000; use of the irrevocable life insurance trust;
"second-to-die" policies; charitable remainder trusts.
- Retirement Planning: annuity products for accumulation
and/or payout; tax-detectable life insurance in qualified plans.
- Education Planning: Provide funding to cover the escalating
costs of education using insurance and investment vehicles.
BUSINESSES
- "Buy Sell" Funding: for buy-out agreements between
partners/shareholders in the event of death or disability.
- "Key-Employee"Insurance: to indemnify the company for the loss
of key personnel.
- Executive Benefits: "Split Dollars" plans; bonus plans; supplemental,
non qualified retirement and deferred compensation plans; supplemental or
"carve out" disability insurance plans.
- Employee Benefits: group medical, dental, term life, and long-term
disability insurance; section 125 "cafeteria" plans; pension, profit-sharing
and 401(k) plans.
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SELECTING INSURANCE CARRIERS AND PRODUCTS
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Global Financial takes particular pride in the quality
of insurance carriers and products we are able to provide for our
clients.
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GLOBAL FINANCIAL CONCEPTS
189 Reservoir Street
Needham, MA 02494
Phone: (800) 635-9121 / (781) 449-6866
Fax: (781) 449-1547
E-mail: sales@globalfinancial.com
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