Insurance and Benefits Services*

Insurance and Benefits Services:

INSURANCE
Life Insurance
Health Insurance
Disability Income Insurance
Long Term Care Insurance

RETIREMENT & EMPLOYEE BENEFIT PLANS
401(k) Plans
Pension Plans
Profit Sharing Plans
Executive Retirement Plans

CHARITABLE & LEGACY PLANNING
Charitable Giving Strategies
Donor Advised Funds
Charitable Trusts
Legacy and Wealth Transfer Planning

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PROFESSIONAL MEMBERSHIPS:

Financial Planning Association (FPA)
Society of Financial Service Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Enrolled Agents (NAEA)
Million Dollar Round Table (MDRT)

* Available through BRWA, select agencies, insurance companies, and/or 3rd party administrators.