 |
 |
 |
|
 |
|
 |
|
 |
|
 |
Insurance*, Investments** & Financial Planning***
Mountain National Bank is aligned with Capital Financial Group, LLC to help you select the best way to protect your family and business and reach your retirement goals.
Life Insurance*
- Term Insurance for simple needs
- Survivorship Insurance
- Variable Life Insurance**
- Whole Life Insurance
- Universal Life Insurance
Health & Disability Insurance*
- Health Insurance (group and individual)
- Disability Insurance (personal and business)
Investments*
- Mutual Funds**
- Stocks**
- Bonds**
- Unit Investment Trusts**
Annuities*
- Fixed Annuities
- Variable Annuities**
Long Term Care Insurance*
- Assisted Living
- Nursing Home
- In-Home Care
Capital Financial Group, LLC***
- Financial and Estate Planning
- Reduce Estate Transfer Costs
- Retirement Income Planning
Business Succession Planning
- Family Business Transfer Plans
- Tax
Reduction Strategies
* This Product is not insured by the FDIC, is not a deposit or other obligation of, or guaranteed by, Mountain National Bank, is subject to investment risks, including possible loss of the principal amount invested, it may go down in value and is not insured by any Federal Government Agency.
** Securities offered through Registered Representatives of MMI, Investors Services, Inc., 1414 Main Street, Springfield, MA 01144-1013 (413) 737-8400.
*** “Financial Planning services offered through Capital Financial Group, LLC, an independent Registered Investment Advisor. Capital Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, Inc”.
