NY Office - 516-352-7000

NJ Office - 973-257-5558

fna@fnainsurance.com

Executive Benefits & Individual Planning
Exec Ben Planning One sheet art for WEB

PRODUCTS
Life Insurance
• Annual Renewable Term
• Level Term, Guaranteed 5-30 years
• Whole Life
• Guaranteed Universal Life
• Indexed Universal Life
• Survivorship Whole Life
• Survivorship Universal Life
• Life insurance with LTC rider
- (Single + multiple year pay options)
• Simplified Issue Life
• Guaranteed Issue Life

Annuities
• Fixed
• Immediate
• Indexed

Disability Income
• Individual Disability
• Business Overhead Expense
• Disability Buyout Protection
• Multi-Life Disability
• Simplified Issue Disability
• Guaranteed Issue Disability

Long Term Care
• Individual LTC
• Multi-Life LTC
• Simplified Issue LTC

SERVICES
Business
• Executive Bonus Plans
• Business Continuation Plans
• Key Person Plans
• Split Dollar Plans
• Group Carve Out Plans
• Salary Continuation Plans
• Deferred Compensation Plans
• Executive Financial Planning
• Buy-Sell Funding Plans
• Captive Insurance Planning
• Business Valuations
• Qualified Plans
• Pension Service Analysis Accidental
• Premium Financing

Individual
• Financial Planning
• Estate Planning
• Education Funding
• Disability Planning
• Policy Reviews
• Pension Maximization
• Retirement Planning
• Survivorship Planning
• Elder Care Planning
• Special Needs Trusts
• Charitable Trusts

The Individual & Executive Benefits department is here to provide our clients with a relationship experience second to none. We will work with you through the entire process from marketing, fulfilling RFPs, quoting, case design, underwriting, application and policy delivery.

Please CLICK BELOW to view a capabilities sheet on FNA Insurance Services Executive Benefits offerings. Most of the financial challenges experienced by business owners, corporate employees and individuals may be addressed by these insurance products and services.

PDF-icon2SM Click here to download the full pdf document

For more information or to receive a quote, please contact Stephen Quirk.

Stephen J. Quirk, CFP, CLU
Assistant VP Executive Benefits
1000 Woodbury Road, Woodbury, NY 11797
Direct: (516) 348-7186
Cell: (631) 875-5133
E-Mail: squirk@fnainsurance.com