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Commitment   ♦  Flexibility   ♦  Choices

 

Meeting Your Diverse Needs   ─   Joseph L. Tomei, CLU, ChFC

 

                                            Employer Sponsored Plans                                                          Individual Strategies

Client Size
                                                                         Organization Type                             Individuals
Small Startup                                                                    Profit or                                                     Retail
Plans to Large Plans                                                        Non-Profit

Service Model                                                                  Product
Bundled or                                                                        Registered or
Unbundled                                                                        Unregistered



                                        Total Retirement Suite                                                      Retirement Income Planning

Defined Contribution
                                                     Defined Benefit                       Retirement Income
401(k)                                                                                 Traditional                                     Strategies
403(b)                                                                                 Cash Balance
457                                                                                                 

ESOP                                                                                  Nonqualified                                                
Leveraged                                                                         Defined Contribution                         Annuities
Non-Leveraged                                                                Defined Benefit                              Mutual Funds
KSOP                                                                                  Financing Options















Insuring: Gurnee, Waukegan, Zion, Mundelein, Libertyville, Grayslake, Antioch, Ingleside, Round Lake, Round Lake Park, Round Lake Beach, Beach Park and Great Lakes, Illinois as well as Kenosha, Racine and Pleasant Prairie, Wisconsin. Along with other areas in Lake County, IL and we are a short 40 miles north of downtown Chicago.





 
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Securities offered through Investment Planners Inc. Member FINRA/SIPC 226 W. Eldorado St., Decatur IL 62525, Tomei Insurance Agency is not affiliated with Investment Planners Inc
 Check the background of this firm on FINRA’s 
 BrokerCheck<http://brokercheck.finra.org/Firm/Summary/18557>.
Check the background of this investment professional on FINRA’s
BrokerCheck<http://brokercheck.finra.org>.
 
223 N. IL Route 21 (at Washington St) | Gurnee, IL 60031
Toll Free: (877) 336-8595 | Local: (847) 336-8595 | Fax: (847) 336-6598 |Email Us
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