Insurance

Life Insurance

Fee Based Insurance Policy Review

Trust Fiduciary Policy Reviews

Coverage Analysis and Recommendations

Term Life

Whole Life

Universal Life

Variable Life

Survivorship Life

Irrevocable Trust Insurance Funding

Premium Financed Insurance

Key-Person Insurance

Buyout Insurance

Split-Dollar Loan & Endorsement Plans

Private Split Dollar

COLI/BOLI

DBO Plans

ESOP Repurchase Liability Funding

Viatical Settlements

Disability Insurance

Fee Based Disability Policy Review

Coverage Analysis and Recommendations

Individual Disability

Group STD & LTD

Disability Carveout

Disability Wage Continuation Plans

Disability Overhead Expense

Disability Buyout

Key-Person Disability

Long-Term Care Insurance

Individual Policies

Employer Sponsored Multi-Life LTC

Group Long-Term Care

Executive Carveout Long-Term Care

Association Long-Term Care

Employee Benefits

Health Plans

Dental Plans

Vision Plans

Cafeteria 125 Plans

LTD Plans

STD Plans

LTC Plans

Insurance Companies Represented

All American Life Insurance Company	Massachusetts Mutual Group
Allianz	MetLife/LTC
American General Life Insurance Company	National Life of Vermont
American General Life Insurance Company of NY	Nationwide Financial
American Mayflower Life Insurance Company NY	New England Life Insurance Company
American National	New York Life Insurance and Annuity Corporation
Ameritas	North American Company
AXA Equitable Life Insurance Company	Pacific Life and Annuity Company
Aviva	Pacific Life Insurance Company
Bankers Life of NY	Penn Mutual
Banner Life	Phoenix Life Annuity Company
Canada Life	Phoenix Life Insurance Company
Columbus Life	Presidential Life
Continental Assurance (CNA) LTC	Principal Financial
Coventry First, LLC	Protective Life
Empire General	Penn Mutual
Fidelity & Guaranty Life Insurance Company	Protective of NY
First Global Financial & Insurance Services	Prudential Life Insurance Companies
First Penn Pacific Life	Security Mutual Life
First Colony Life Insurance Company	State Life Insurance Company
F&G Companies	Sun Financial
General American Life Insurance Company	Sun Life Assurance Company of Canada
Genworth Life Insurance Company	Sun Life Insurance Company of America
Genworth Life and Annuity Insurance Company	TransAmerica Life Insurance
Great American	Union Central Life
Guardian	United of Omaha
Hartford Life and Annuity Insurance Company	Unum Provident
Indianapolis Life	US Financial Life Insurance Company
ING-ReliaStar Life Insurance Company	US Life Insurance Company
ING-ReliaStar Life Insurance Company of New York	USG Annuity & Life
ING-Security Life of Denver Insurance Company	NYLIFE Insurance Company of Arizona
Jefferson Pilot Financial	West Coast Life
John Hancock Life Insurance Company	William Penn of New York
John Hancock Variable Life Insurance Company	Advanced Settlements, Inc.
John Hancock Life Insurance Company (U.S.A.)	M&M Brokerage Services, Inc.
John Hancock Life Insurance Company of New York	Highland Capital Brokerage, Inc.
Lincoln Benefit Life Company	Total Financial & Insurance Services, Inc
Lincoln Financial Companies	NFP Securities, Inc.

Securities and Investment Advisory Services offered through NFP Securities, Inc.

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NFP Securities, Inc. is not affiliated with Capital Planning Advisors, Inc.

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