Products

BUSINESS PLANNING

  • Executive Compensation

  • Qualified Retirement

  • Planning

    • 401(k) Plans

    • SEP

    • Simple IRAs

    • 412(i) Plans

  • Business Continuation

  • Business Succession

PERSONAL PLANNING

  • Personal Insurance

  • Retirement Planning

  • Mutual Funds**

  • 401K Rollovers

  • Roth IRAs

  • Individual Health Insurance***

  • Long-Term Care Insurance

  • Variable Annuities

  • Fixed Annuities

  • College Planning

  • Estate Planning

  • Charitable Planning

GROUP BENEFITS

  • Group Health Insurance

  • Group Disability

  • Group Long-Term Care

  • Group Life Insurance

  • Group Dental

  • Employee Personal Planning

**Gregory Shelton is a Registered Representative offering securities through NYLIFE Securities LLC, Memeber FINRA/SIPS. A Licensed Insurance Agency. 832 E. Boston St. #13, Covington, LA 70433.

***Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality. #Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation).