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Product & Strategies

Strategic Partners utilizes a wide range of products and strategies from world-class providers to implement our customized planning strategies. Our products and strategies include:

  • Investment Management
    Managed Accounts - Mutual Funds - Stocks and Bonds - Variable and Indexed Annuities - REITs- Alternative Investments
  • Personal Planning Strategies
    Retirement Funding - College Funding - Investment Strategies - Income Tax Strategies - Cash Flow Strategies - Estate Planning
  • Insurance Solutions
    Life Insurance - Disability Insurance - Long-Term Care Insurance - Cancer Insurance - Critical Illness Insurance - Fixed Annuities
  • Business Planning Strategies
    401(k) Profit Sharing Plans - SIMPLE/SEP Plans - Defined Benefit Plans - Group Life Insurance - Group Disability Insurance - Section 125 Plans