INVESTMENTS / INSURANCE

EXTENSIVE PRODUCT CHOICES

As an Infinex Representative, you have the power at your fingertips to offer your clients an extensive range of product choices.

 

Approved products include:

 

  • Mutual Funds and ETFs

  • Annuities

  • Insurance

  • Stocks, Bonds and Options

  • Managed Accounts

  • Alternative Investments

  • Structured Products

 

Retirement Plan Sales can create opportunities for additional revenue streams by helping you expand into a different client market for your products and services. Types of retirement plans, including:

 

  • Traditional IRAs 

  • Roth IRAs

  • Simplified Employee Pension (SEP) Plans

  • Savings and Incentive Match Plans for Employees (SIMPLE IRAs)

  • Profit Sharing Plans

  • 401(k)'s

 

Insurance services are an important part of complete financial plan. With both Infinex and Virtue Financial you will have access to multiple insurance providers to provide income and protection to your clients. Including;

 

  • Fixed and Indexed Annuities

  • Variable Annuities

  • Long Term Care

  • Access to Term, Universal and Whole life insurance