With so many investment and insurance products available today, it's important to work with a financial advisor who has knowledge in insurance and annuities. To develop a financial plan for your future, it's important for your insurance producer to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

At American United, we offer or can refer you to professionals providing the following services:

• Retirement Planning
• Asset Protection
• Tax Planning
• Long Term Care
• Estate Planning
• IRA Legacy Planning
• Trusts
• Life Insurance
• Probate
• Charitable Giving
• Income Planning
• IRA & 401(k) Rollovers

Your financial advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. To schedule a time to discuss your retirement future contact us at (801) 326.6471.