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.