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Insurance Services

Insurance Services are offered through our affiliate insurance company, Fulton Insurance Services Group. Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning. Insurance can protect your family, your assets and your business, and your advisor can help assess your financial goals and recommend the right solutions to complement your financial strategy. Your advisor will be able to help you determine if you have adequate coverage, depending on your specific situation, and then identify the best products that suit your individual needs:

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Retail Insurance

  • Term Insurance
  • Whole Life Insurance
  • No-Lapse Universal Life Insurance
  • Variable Universal Life Insurance
  • Long Term Care Insurance

Business Insurance

  • Key Man Insurance
  • Buy-Sell Insurance
  • Split Dollar Plans
  • Worksite Benefits
  • Disability Insurance
 

Securities offered through ValMark Securities, Inc., member NASD, SIPC
130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 * (800) 765-5201
Securities and Insurance Products:
• Not FDIC-Insured • Not Insured by any Federal Government Agency
• No Financial Institution Guarantee• May Lose Value • Not a Deposit

Investment Consultants are registered to conduct securities business and licensed to conduct insurance business in PA, NJ, DE and MD. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

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