Types of Investments by Product and Account Type
Bank Products- Savings Accounts
- Money Market Accounts
- Brokered Certificate of Deposit (CD)
| Money Market Financial Instruments- U.S. Treasury Bills
- Commercial Paper
- Municipal Notes
| Stocks- Common Stock
- Preferred Stock
|
Retirement
- Individual Retirement Account (IRA)
- 401-(k)
- 403 (b)
- Simplified Employee Pension Plan (SEP)
- Savings Investment Match Plans for Employees (SIMPLE)
- Profit Sharing
- Cash Balance Plan
- Deferred Compensation
Bonds- U.S. Treasury Securities
- Mortgage-Backed Securities
- Corporate Bonds
- Treasury Inflation Protected Securities (TIPS)
- Agency Securities
- Municipal Bonds
- International and Emerging Market Bonds
| Annuities | Investment Funds- Closed and Open Ended Mutual Funds
- Exchange-Traded Funds (ETFs)
- Unit Investment Trust (UIT)
|
College Savings- 529 Plans
- Coverdells
- Custodial Accounts (UTMA)
| Options | Alternative and Complex Products- Structured Notes with Principal Protection
- Leveraged and Inverse ETFs
|
Insurance Products and Services
- Term Life Insurance
- Whole Life
- Universal Life
- Variable Life
- Variable Universal Life
- 1035 Exchanges
- Life Settlements
- Kidnap/Ransom
- Major Medical
- Group Medical
- Individual Medical
- Disability (Specializing in Physician Owned Occupation)
- Business Overhead