Only the Best Products

In today’s world, taking care of your client’s/member’s finances is no simple matter. A wide range of products, such as insurance, retirement accounts and investments are available. Choosing the ones that are right for them can be a difficult, complex decision.

The products we use must meet a series of tests and criteria before they are included on our Approved Products List. Experience, historical returns, fees, expenses and quality of service are closely examined and monitored. In addition, we use only products that are not proprietary in nature and we will not use products from companies that require sales quotas.

These things are important to you because, as your voice for choice, you are depending on us to review the thousands of products available and remove those that do not offer you every possible advantage.

Included in our broad cross section of approved products are:

Retirement Planning
Investment Portfolio Analysis
Lump Sum Distribution Analysis
Estate Planning
Mutual Funds
Fixed Annuities
Unit Investment Trusts
Term, Whole & Universal Life
Variable Annuities
Disability Income Protection
Variable Universal Life
Long-Term Health Care
Self-Directed IRAs
Medicare Supplements

The Service Environment

You deserve the best.

We believe one of the distinguishing characteristics of CUE is our extraordinary service capabilities. Your clients/members deserve technical excellence, imagination and sound judgment. Our goal is to provide unparalleled support.

The services available include the entire spectrum of professional, financial advice- from basic financial planning to specialty areas like pre-retirement planning, portfolio management and job transitioning.

One of the most important areas in the financial services industry and one that should be of special importance to you is in the area of compliance. Our Advisors are registered through Securities America, Inc. Member FINRA/SIPC. Our compliance staff provides guidance and research and understands and follows national and state requirements with regard to registration and licensing issues.

These compliance issues should matter to you. Complying with the laws of each state helps insure that your clients/members and their investments are respected and that they are as informed as possible whenever they purchase a product or service from us.