Products

BUSINESS PLANNING

  • Executive Compensation
  • Qualified Retirement Planning
    • 401(k) Plans
    • SEP
    • Simple IRAs
    • 412(i) Plans
  • Business Continuation
  • Business Succession

 

PERSONAL PLANNING

  • Personal Insurance
  • Retirement Planning
  • Mutual Funds**
  • 401K Rollovers
  • Roth IRAs
  • Individual Health Insurance***
  • Long-Term Care Insurance
  • Variable Annuities
  • Fixed Annuities
  • College Planning
  • Estate Planning
  • Charitable Planning

 

GROUP BENEFITS

  • Group Health Insurance
  • Group Disability
  • Group Long-Term Care
  • Group Life Insurance
  • Group Dental
  • Employee Personal Planning

 

**Gregory Shelton is a Registered Representative offering securities through NYLIFE Securities LLC, Memeber FINRA/SIPS. A Licensed Insurance Agency. 832 E. Boston St. #13, Covington, LA 70433.

***Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.  #Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation).

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