Investment Services

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Across
  1. 4. Helps smooth out the ups and downs of an investment portfolio. Simply stated, "Don’t place all your eggs in one basket."
  2. 6. You do not pay taxes on this IRA until distribution of funds
  3. 7. A standard ____ insurance policy has level death benefits and can be set for a period of time
  4. 8. How many investment representatives do we have?
Down
  1. 1. Pool dollars are invested in a blended variety of stocks, bonds, money market instruments, cash or cash equivalents, or other similar assets.
  2. 2. A ____ ____ is designed to allow self-employed individuals and business owners to establish a tax-deferred retirement plan
  3. 3. What type of insurance do we offer?
  4. 5. This IRA allows for your contributions to be withdrawn tax free at any time