SERVICES PROVIDED: With changing economic conditions and market swings, we advocate caution in looking sensibly over your long term goals. We strongly feel the cornerstone of any good financial plan is permanent life insurance for teh needs of a lifetime. We help you maintain an adequate level of insurance coverage utilizing current tax shelters to help pay the premiums.

NOTICE - EFFECTIVE SEPTEMBER 24, 2007 REGARDING 403(b) -

Beginning September 24, 2007 all transfers under Section 403(b) must be in compliance with current regulations that include "Information Sharing  Agreements".  Many school districts are in a quandry as to how to best deal with the January 1, 2009 deadline and lookback issues regarding tax sheltered annuities.  We have a great solution and it is free:  We have made arrangements with Great American Plan Administrators to manage the changes for each willing school district at no cost, assuming we provide a product in our mix.  If you would like information regarding this, please call us at 1-800-264-1569. 

We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. The financial management process at Pro Benefits Group, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

A few of the additional services we offer:

1. Long Range Permanent Life Insurance Planning
2. Competative Term Life Insurance Planning
3. Fixed Annuities, Equity Indexed Annuities and Multi-Year Annuities
4. Roll-Over Accounts, IRA's and Pension Roll-overs
5. T-DROP Assistance and professional management
6. Estate conservation
7. Long Term Care Insurance
8. Risk management
9. Charitable giving
10. Small Business Pension Planning

Contact Us at any of our offices! We are eager to serve you!!!