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Financial Products & Services We offer a full range of
products and services to help you achieve your financial goals.
*FINANCIAL PLANNING SERVICES Financial profiles & preliminary planning Comprehensive financial & tax planning
strategies Personal insurance planning Asset allocation Retirement
distribution planning * ESTATE PLANNING SERVICES Basic will
& trust planning steps Estate & gift tax planning
Charitable gift planning * BUSINESS PLANNING SERVICES Business
valuation Buy-sell agreements & other business continuity
& disposition planning Group health, life, & disability
fringe benefit planning Tax-qualified retirement plans Non-qualified
executive benefit plans Employee seminars ** RISK MANANGEMENT
Universal life insurance Permanent life plans Term life plans
Last survivor insurance Disability & business continuation
insurance Individiual & group medical insurance Dental
plans Long-term care insurance ** ANNUITIES -- Fixed Deferred
or immediate Group or individual Equity indexed *** MUTUAL
FUNDS Equity funds Index funds Income funds Precious metals
funds Specialty funds Tax-exempt municipal funds Government
securities funds *** Real estate investment trusts *** DIRECT
PARTICIPATION PROGRAMS Oil & gas drilling & income
Real estate investments Equipment leasing partnerships ***
GENERAL SECURITIES Stocks Corporate bonds Municipal bonds
Zero coupon bonds *** VARIABLE INSURANCE PRODUCTS Variable
universal life insurance Variable annuities Variable second-to-die
insurance * Investment advisory services offered through
The Advisors Group, Inc., a registered investment
advisor and AIC affiliate. ** Certain products and services
are available through intercompany marketing agreements with
other issuers.
***Securities offered through Ameritas Investment Corp.,
Member FINRA, SIPC. This is not an offer of securities
in any jurisdiction, nor is it specifically directed to a
resident of any jurisdiction. Registered products include
variable life insurance, variable annuities and mutual funds,
and are sold by a prospectus. Request a prospectus from
your registered representative. Read it carefully before
you invest or send money. Insurance and securities products
are limited to resident of California. I will contact
you to provide any requested information.
The discussion of taxes is for general purposes only. Neither
The Ameritas Acacia Companies, Ameritas Investment Corp. nor
its representatives may give tax advice. You should seek the
advice and counsel of your accountant or tax adviser for complete
information concerning your particular situation. OUR WEBSITE
Bookmark this website -- www.chrisclu.com -- to keep abreast
of the issues affecting your money. Click: * CALCULATORS to
determine whether to refinance your mortgage, how much income
you'll need in the retirement years, should you set up an
IRA, and other such matters. * RESEARCH to review our library
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