Products

KEI Financial has a very diverse selection of products to meet your needs:

Retirement Plans

• 401(k)'s
• 403(b)'s
  • Custodial (Mutual Funds)
  • Annuities (Insurance Products)
• ROTH IRA's
• Traditional IRA's
• Rollover IRA's (From a former employer)
• SEP IRA's
• Simple 401(k)'s

After Tax Savings

• Mutual Funds (Over 100 different companies)
• Tax Sheltered Annuities (Over 50 different companies)

Educational Savings

• 529 College Savings Plans
• Coverdell IRA's

Insurance / Protection Products

• Life Insurance
  • Term Life (10,15,20,25,30 year terms)
  • Universal Life
  • Variable Universal Life
  • Whole Life
  • Final Expense
• Annuities
  • Fixed / Guaranteed
  • Variable
  • Equity Indexed Annuities
• Health Insurance
• Long Term Care Insurance
• Disability Insurance
• Dental Discount Programs

Securities offered through Joseph T. Trabert, Registered Representative, ePLANNING Securities Inc., Member FINRA, SIPC