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Business Planning, from Forest Hills Financial Group
Service
Buy-sell Funding.
Business Continuation/Succession Planning .
Key Person Protection.
Business Overhead Expense Protection.
Business Loan Protection.
Salary Continuation Alternatives.
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Employee Benefits Planning, from Forest Hills Financial Group
Service
Pension Plans.
401 (k) Plans.
Split Dollar and Executive Bonus Plans.
Deferred Compensation Planning.
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Estate Analysis, from Forest Hills Financial Group
Service
Wealth Maximization and Conservation
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Insurance Planning, from Forest Hills Financial Group
Service
Life, Disability Income**, Medical, Long Term Care**
**Disability income and long-term care insurance products are underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield,...
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Investment Products, from Forest Hills Financial Group
Product
Variable Annuities*
Stocks and Bonds*
Mutual Funds*
*Securities products and services offered through Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. PAS...
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Retirement Planning, from Forest Hills Financial Group
Service
IRAs, Keogh Plans and other pension and tax advantage vehicles
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