Insurance & Financial Services

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Low Cost Life!

Ron Gambardella

Independent Agency

Serving Families Since 1999

www.rongam.com

Insurance & Financial Services

Insurance is an integral part of financial planning. We offer a variety of products to fit every financial need ...

Summary of Insurance Products

	Individual Health Policies
	Joint Survivorship
	Long Term Care
	Universal Life
	Variable Life*
	Whole Life
	Term Life
	Disability

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Financial Product Offering

	Annuities
	401K Plans
	Mutual Funds*
	Keogh/SEP/Simple
	Defined Benefit Plans
	Stocks, Bonds, Treasuries*
	Defined Contribution Plans
	Planning for 72(t) Distributions
	College Achievement Plans (529)*

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Don't Forget to Ask About Our Tax Services!

Summary of Tax Services

	Offer In Compromise
	Gift Tax Returns
	Estate Tax Returns
	Corporate Tax Returns
	Partnership Tax Returns
	Proprietorship Tax Returns
	Individual Tax Returns

Other Financial Services

	Modeling
	Forecasting
	Business Case Development

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*Investments and advisory services offered through registered representatives of Jefferson Pilot Securities Corporation, Member SIPC to residents of CT 5 Forest Park Drive, Farmington, CT 06032, Phone: 800 678-7806


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	Ron Gambardella Insurance & Financial Services 203-281-5512