Our Services
Why do business with Bob Joki, CLU?
- Been in business since 1969
- Servicing the client is a priority
- Experienced and quality staff, each having their areas of experience
- Committed to industry education
Services:
- Estate Analysis(for owner and families)
- Business Succession Planning
- Stock Redemption Plans
- Buy-Sell Agreements
Insurance Products:
- Universal Life Insurance
- Term Insurance
- Business Life Insurance
- Disability/Accident Insurance
- Overhead Expense Insurance
- Buy-Out Disability Insurance
- Long Term Care Insurance
- Annuities*
Retirement Plans*:
- Pension Plans
- Profit Sharing Plans
- 401K Plans
- Target Benefit Plans
- SEPs
- Simple IRA Plans
- IRA/Roth IRA/KEOGH Plans
Investment Products:
- Stocks/Bonds
- Mutual Funds
- Brokered Certificate of Deposits
- Oil/Gas Investments
- Real Estate/Partnerships
- Tax-Exempt Bonds/Tax-Exempt Bond Funds
- Equipment Leasing Partnerships