220 W. Campus Drive, Suite 100 Arlington Heights, IL 60004  (847) 870-1700  Fax (847) 870-1775

Professional & Business Needs
Individual Needs

For Those With Individual Needs...

We provide advice and service to our clients with needs in: 

  • Life Insurance Planning - Providing sufficient funds for family needs in the event of death.
  • Individual Disability Income Insurance - To continue a steady stream of income in the event of prolonged illness or injury.
  • Estate Protection - Helping to minimize the impact of estate taxes and probate costs to your heirs.
  • College Funding - Assisting young families in the development of programs geared toward the higher education of children.
  • Charitable Giving - Offering an opportunity to bequeath funds toward charities or institutions of your choice without loss of assets to your heirs.
  • Retirement Funding - Providing numerous choices through counseling and determination of long-range goals.
  • Individual Annuities - To conserve capital and accumulate interest at competitive rates on a **tax-deferred basis

**Early withdrawals may be subject to surrender charges (contingent deferred sales charges.) Withdrawals may be subject to ordinary income tax and, if taken prior to age 59 1/2, a 10 percent federal tax penalty may apply. Fixed annuities are not insured or guaranteed by the FDIC or any other government agency.

(c) Copyright 2007 Weinberg & Associates, Inc. All rights reserved.

*Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794
*Licensed in the states of IL, WI, IN, AZ, FL (Lic #: 040391)