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Financial Workshop Topics Include:

INSURANCE:

Term Life Insurance

Whole Life Insurance

Final/ Funeral Expenses

Index Universal Life Insurance

Variable Universal Life Insurance

Disability Income Insurance

Long Term Care Insurance

Chronic Illness Insurance

Critical Illness Insurance

Estate Preservation

INVESTMENTS:

Mutual Funds

Money Maret Funds

Unit Investment Trusts

529s

Health Savings Accounts

RETIREMENT:

Fixed Annuities

Fixed Index Annuities

Variable Annuities

Registered indexed linked Annuities

401k/403(b)

Traditional/ROTH/SEP/SIMPLE IRA

ADDITIONAL:

College Planning

Optimizing Social Security

Legacy Planning

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Bring Financial Education to Your Business or Community

At Elm Rose Premier Services, we believe practical financial knowledge is an important part of long-term stability and success. That’s why we offer our Mobile Classroom/ Elgin Classroom/ Zoom Classroom—a convenient way to bring professional financial education directly to your business, organization, or community.

Our classes are designed to provide straightforward, easy-to-understand guidance on key financial topics. Sessions can be tailored for employees, clients, or community groups, and FREE of charge.​

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