Request Estate/Mortgage/Financial Services

     P.O. Box 456 Chandler, AZ 85244-0456          Tel: 800-304-6730         Fax: 800-304-0301
 

In today's competitive economy, cultivating strategic business relationships is crucial to any company's long-term success. PRS, Inc. recognizes the importance of business relationships and is dedicated to providing our clients with an array of services that may benefit your organization and customers. PRS has formed such a relationship with The Sequoia Group, an Estate, Business, and Financial Planning firm. This relationship gives us the opportunity to offer the following services and products to our valued clients.

Estate/Mortgage/Financial Services

Business Organization

Entity Formation: LLC, LLP, Corporations (C sub-S), Partnership Agreements
Buy Sell Agreements
Commercial Loans

Business Protection

Key Employee Insurance
Disability Insurance-Individual & Group
Health Insurance, Dental & Vision
Life Insurance

Retirement Planning

401 (k), IRA, Roth IRA, SEP"S, SARSEP"S, Simple IRA's, Deferred Comp. Profit Sharing,
Multi Generational Planning (Stretch IRA)

Asset Distribution

Trust: Revocable Living Trust, Charitable Remainder Trust, Irrevocable Life Insurance Trusts and Special Needs Trust
Ancillary Documents: Wills, Powers of Attorney, Living Wills

Asset Protection

Life Insurance: Term, Whole Life, Universal, Second to Die, Indexed Universal Life
Tax Reduction Strategies
Family Limited Partnerships
Health Insurance: HAS's, Dental & Vision
Mortgage Loans 1st and 2nd, (Fixed and Credit Lines, Bridge Loans, 3-1, 5-1, 7-1 ARM, Interest Only and Investor Loans). All States except New York and Louisiana.

Asset Management

Annuities: Single Premium Deferred & Immediate, Flexible, Split & Fixed Indexed in S&P
500, MIDCAP 400, DJIA, NASDAQ 100, Russell 2000
College Funding Programs





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