Individual Client Services

  • Investment Planning

        Private Money Managers, Mutual Funds*,

        Asset Allocation, Variable Annuities*,

        Fixed Annuities, Stocks*, and Bonds*     


  • Insurance Planning

       Life Insurance

       Disability Income

       Long-term Care Insurance

       Health Insurance


  • Financial Planning

       Retirement Income Planning

       College Funding

       Charitable Giving

       Pension Maximization

       Personal Insurance Audit

       Financial Aggregators

       Asset Preservation





Securities products and investment advisory services offered through registered representatives/investment advisor associates of Ameritas Investment Corp. (AIC), member FINRA/SIPC.

AIC and Tax Favored Benefits, Inc. are not affiliated.