For over 40 years NEPC has been assisting individuals, their families, and business owners to help them gain control of their financial futures. Applying our unique planning methodology, your NEPC financial professional will analyze the broad scope of your life situation and create a unified plan designed to meet your needs, reach your goals and fulfill your dreams.

Individual, Family, and Business Owner Planning Services Include:

ESTATE PLANNING
Wealth Creation and Conservation

WEALTH BUILDING STRATEGIES

INVESTMENTS

INSURANCE PLANNING
Life, Disability Income3, Medical, Long Term Care3

COLLEGE FUNDING STRATEGIES

RETIREMENT PLANNING
IRAs, Keogh Plans and other pension and tax advantage vehicles

BUSINESS PLANNING
Buy-sell Funding
Business Continuation/Succession Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives

EMPLOYEE BENEFITS PLANNING
Pension Plans
401(k) Plans
Split Dollar and Executive Bonus Plans
Deferred Compensation Planning

GROUP LIFE AND HEALTH BENEFITS
Long-Term Disability Protection
Group Major Medical
Group Dental
INVESTMENT PRODUCTS
Variable Annuities1
Stocks and Bonds1
Mutual Funds1

PASSPORT PROGRAM
Strategic Alliances and Joint Ventures