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Some of the investments available through Plan I Financial:
Common Stocks/Discount Stock Trading Services Plan 1 provides up-to-the-minute price quotations and research on over 5,000 publicly-traded companies. You can even access your stock trading account via the Internet with Heartland, enabling you to view transaction history, dividend payments, stock splits, etc. Mutual Funds Many funds we offer have records distinguished by consistently superior results. Tax Deferred Annuities Fixed or variable annuities can provide excellent tax deferred earnings for a comfortable retirement. Retirement Plans Choose from among bonds, mutual funds, annuities, stocks and other investments to enjoy tax deferral and possible tax deductions.
Insured Municipal BondsThese high quality Federal Income Tax Free investments offer you a high degree of safety. Tax Advantage Investments Today, some insurance plans offer you an attractive combination of tax deferral, liquidity and protection. US Government Guaranteed Bonds These bonds provide you with the highest degree of safety and excellent yields. |