Taxes

• Roth IRA
  Both Traditional and Roth IRAs are available in Certificate and Savings options. Depending on your choice, you may be able to take a tax deduction for Traditional IRA contributions or withdraw the earnings from a Roth IRA tax-free.
• Tax Deductions

Planning

• Asset Management
• Asset Protection
  Is a non-insurance product and is made available via a loan/lease deficiency waiver that covers the "gap" between the vehicle's value and the amount you still owe. Essentially, GAP covers the difference between your primary carrier's insurance settlement and the payoff of your loan or lease, less delinquent payments, late charges, refundable service warranty contracts, and other insurance-related charges, less your deductible.