Broker Check

Preferred Group

Preferred Group offers many solutions for your fixed insurance needs including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • AFLAC/Supplemental Benefits
  • Group and Individual Health Insurance 
  • Medicare

*Preferred Wealth Management, Preferred Financial Group & Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

**Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

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