Ana Zamora
Business Planning
Employee Benefits
- Group Health
- Group Life
- Group Disability
- Group Long Term Care
![](images/business1.jpg)
![Business Continuation](images/business2.jpg)
Business Continuation
- Disability Overhead Expense
- Key Person Life
- Key Person Disability
- Buy-Sell Funding
- Disability Buy-Out
![Business Continuation](images/business3.jpg)
![Deferred Compensation](images/business4.jpg)
Deferred Compensation
- Non-Qualified Planning
- 401(k)
- Simple IRA
- SEP IRA
- 412i (defined benefit)
Personal Planning
Insurance
- Life
- Disability
- Long Term Care
- Critical Illness
![Insurance](images/business5.jpg)
![Investments](images/business6.jpg)
Investments
- IRA (Traditional/ Roth)
- Annuity (Fixed/ Variable)
- 529 College Savings
- Personal Accounts
![Investments](images/business7.jpg)
![Needs Analysis](images/business8.jpg)
Needs Analysis
- Retirement
- Survivorship
- Education
- Asset Allocation
- Estate