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PRODUCTS & SERVICES
 Investing For Tomorrow...Today!
You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether it is planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, SWBC Investment Services will help you achieve your goals. Through SWBC Investment Services, LLC you have access to a full array of investment and insurance products.
Individuals
• Individual retirement plans:
o Traditional, Roth IRAs
o 401(k) or 403(b) Rollovers
• Coverdell Education Savings accounts
• 529 College Savings Plans
Business Services
• Investments
• 401(k), 403(b)
• Profit sharing, SEP, SIMPLE
• Deferred compensation plans
• SERPS
• Key person insurance
• Buy/sell agreements
• Split dollar plans
Securities
• Common and preferred stocks
• Principal-protected investments
• Bonds: government, corporate, and municipals
• Certificates of Deposit (CDs)
• Mutual funds
• Index funds
Insurance
• Insurance: term, whole life,
variable, universal life
• Annuities: fixed and variable
• Long-term care
• Disability
Alternative Investments
• Managed Futures Programs
• Real Estate Investment Trusts (REITS)
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