Professional Referrals

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LET US HELP YOU BRING IT ALL TOGETHER

 

THERE IS NO COST OR OBLIGATION
We charge no fee for our work. 

We are paid through
1) qualified referrals from people we work with and
2) the commission earned from the products we sell.

Below is a listing of the basic products we are licensed to provide. 

Note: No purchase is required.  If you want a product that we sell, that is your choice.      

  • Life Insurance (Term, Universal, Variable, Whole)
  • Disability Income (Disability Overhead, Disability Buyout, Decreasing Term)
  • Long Term Care Insurance (Individual and Joint policies)
  • Health Insurance (Major Medical, Medicare Supplemental)
  • Annuities (variable, fixed, indexed)
  • Securities (Mutual funds, Stocks, & Bonds)
  • 529 plans (college funding strategies)
  • Pension Plans (IRA's, Roth IRA's, Defined Contribution plans -401(k)'s, Keogh Profit-Sharing plans,SEPs, SIMPLE, Defined Benefit plans)

Important Consumer Information - A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements, as appropriate.  For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities offered through Prime Capital Services, Inc. Member FINRA / SIPC.  FBR Group and Prime Capital services, Inc, are not affiliated Prime Capital Services, Inc. does not offer tax/legal advice.

Please feel free to email David Slater

© 2010 David Slater