|
Retirement
& Investments
Sound retirement and financial planning requires
sensitivity to the unique circumstances of
each individual client. Global Benefits Group
maintains a worldwide staff of fully trained
and licensed representatives who can help customize
a financial plan for every client. This includes
a proper evaluation of the client’s needs,
and a complete analysis of investment suitability.
All securities are
offered through our affiliated broker/dealer,
The Investment Center, Inc., a member firm
of the National Association of Securities
Dealers, (NASD). To ensure professional
service at all time, all Global Benefits
Group representatives are NASD licensed.
In order to serve the needs
of our diverse clientele, Global Benefits
Group utilizes both US registered and offshore
products. This enables our retirement and
financial planning efforts to maximize the
benefit to the individual circumstances of
each investor.
Products Include:
- Mutual funds with a full range of investment
goals
- Offshore funds for non-US citizens
- Variable annuities
- Universal life insurance plans
- Global annuities for worldwide retirement
plans
- Professional money management for larger
investments.
Overall, Global Benefits Group can custom
tailor a retirement plan for international
employees, and individualize an investment
portfolio for individual investors.
|
|