top of page

Product Categories Available From Polaris Financial Services​

This section give you a summary of the Range of products and services available from Polaris Financial Services. The range of products available and the quality of the providers that we work with  and the knowledge and experience that we bring to the process explains  why we have earned high customer satisfaction and the recognition with the  awards received for the work we are able to do for our clients.

Retirement Products, Annuity Products, TAX FREE Income

This area is our strongest focus. We offer all clients a range of retirement products including Qualified Plans and Non-Qualified Retirement Plans. ROTH  and Traditional IRA, SIMPLE Plans, SEP Plans andTraditional 401K Plans. All of our 401K Plans also include ROTH 401K Plan options.  We also offer Non Qualified Executive Benefit Plans which have NO Income Caps on the annual Contributions. Our Retirement products are cost competitive.  We can offer clients a guaranteed rate of growth in their retirement portfolio. We also can Guarantee Lifetime Income that clients can't outlive.

​

For those customers that are concerned about our of control Federal Defecit and the impact on their future tax rates we offer several products that can produce a lifetime of TAX FREE Income

 

TAX FREE income that can never decrease  as long as you live!  Thats Something that will help you sleep at  night!!  Safe Money products protect you  from Market  Risk.  Ask about our SAFE Money Strategy.

Long Term Care  LTC, Disability Income Insurance  DI

 

We offer our business and Individual clients acces to various forms

of Long Term Care  LTC protection. It includes traditional and non traditional LTC products. We even can provide Asset based LTC coverage that guarantees you will get a benefits even if you never Need LTC!  We cn  even help some clients that cannot medically qualify for LTC coverage.
​
We offer  both Short Term and Long Term Disability Coverage

Health Insurance Products

We offer  Individual, Family and Group Health Insurance from the  Top Insurance providers. Even with Obamacare  not everyone can afford major medical coverage.  We help you get major medical coverage or the less expensive and less comprehensive products that meet your needs.  We also offer Small business hybrid Medical plans. Ask for details.
​Accident Plans, Hospital Indemnity plans, Critical Illness plans are all available .Supplemental Medical products help to fill the gaps found with OBAMACARE.   If you or your employees dont have coverage we offer a  Discount  RX Card for Medical Prescriptions at no charge to you.

Other Products and Services

Legal Protection plans for Business Individuals and Families

Identity Theft Prootection for Individduals and families

SMALL BUSINESS SERVICES.

We help our Ohio clients save money on their Workers Compensation Premiums,

We offer a full range of cost efficient Payroll Services.

We also offer some cafeteria style employee benefits.


​INDIVIDUAL SERVICES

We help clients to Maximize their Social Security income.

We help clients Structure their retirement and other assets to provide protection from Market Risk

Ask about our RX discount program that can get you a discount on

your Prescription Medications.

 

bottom of page