David Martinez
Financial Services

CONNECT

Address:

6414 McPherson Road, Suite 7
Laredo, TX 78041

Phone:

(956) 722-0945

Fax/Other:

(956) 723-3340

Our Services

LIFE - HEALTH INSURANCE - DISABILITY INCOME 

     LIFE INSURANCE PRODUCTS    

          Term                                           

          Participating Whole Life                   

          Universal Life                                   

          Variable Universal Life    

          Key-Person Life Insurance for Business Owners

          Buy-Sell Insurance for Business Owners 

 

     GROUP HEALTH & OTHER PLANS               

           Group Health Insurance - Group Dental Insurance - Group Short & Long Term Disability  Insurance - Group Life Insurance

 

     PERSONAL DISABILITY INCOME INSURANCE   

           Non-Cancellable (Non-Can) 

           Business Overhead Expense (BOE)      

                                                                          

INVESTMENTS

     Mutual Funds

     Variable Annuities

 

COLLEGE FUNDING

     529 Plans

 

ADDITIONAL SERVICES PROVIDED

     NON-QUALIFIED RETIREMENT PLANS

          Deferred Compensation Plans                           
          Executive Bonus Plans - IRC Section 162

 

    QUALIFIED RETIREMENT PLANS

          Profit Sharing Plans                           
          401 (k) Plans                                     
          Traditional IRA                            
          Roth IRA
          IRA Rollovers

 

    FIXED ANNUITIES

 

    ESTATE PLANNING*

 

    ESTATE ANALYSIS*

*PLANNING COORDINATION WITH YOUR TAX AND LEGAL ADVISORS WITH ACCESS TO LEGAL STAFFS OF INSURANCE COMPANIES FOR PERSONALIZED PLANNING STRATEGIES

   

    ASSET PROTECTION STRATEGIES

                   


    
 

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck