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Products & Services

At Josten Financial, we provide assistance in the following areas:

Investments

  • Mutual Funds 
  • Traditional IRA’s
  • Roth IRA’s
  • SEP IRA’s
  • Variable Life Insurance
  • Variable Annuities
  • Fixed Index Annuities
  • 529 College Savings plans

For Full service Brokerage and Advisory Accounts please contact John Josten at 847-307-4206

Insurance

  • Personal Lines
  • Life Insurance
  • Term Life
  • Universal Life
  • Whole Life
  • Variable Life
  • Survivorship (2nd to Die)
  • Buy Sell Funding
  • Key Person
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Disability Insurance
  • Individual DI
  • Business Overhead Expense
  • Buy Sell Funding
  • Key Person
  • Excess Coverage (Lloyd’s of London)
  • Traditional LTC
  • Linked Benefit Plans
  • LTC Riders
  • Medicare Supplement and Part D Plans
  • Group (Employer Paid and Voluntary)
  • Life
  • Medical
  • Dental
  • Short Term disability
  • Long Term Disability
  • Vision
  • Worksite Benefits (Critical Illness, Accident etc.)
  • Supplemental Services including FSA, COBRA Administration, ERISA WRAP, HSA etc.

Employer Sponsored Retirement Plans

  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit/Cash Balance Plans 
  • Simple IRA’s
  • Non-qualified Deferred compensation plans

If you have any questions please email or call us.