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At PCT Services, our complimentary, confidential, and customized Financial Needs Analysis (FNA) can help clients identify their financial standing and craft a plan to reach their desired objectives. The "Buy Term and Invest the Difference" approach enables us to address the two primary money-related challenges faced by many households - securing life insurance through term policies, and developing a reliable investment plan. To learn more about our competitively priced solutions, explore our financial offerings today!
We only offer solutions we believe will help solve our client's most critical financial needs at competitive prices, including:
At an economical cost, Term provides the most comprehensive income protection. We are in partnership with North America's second-largest issuer of term life insurance coverage, safeguarding more than 5.7 million individuals via our life companies. Moreover, we present Child riders with only a single premium, regardless of the number of children now or in the future. Additionally, there are no clauses in our policies. Unlike the majority of policies, there are no clandestine stipulations as to why we would not provide a payout; even suicide is insured.
It is possible to start securing a brighter future for yourself by investing as little as $25 per month. Our partner offers a variety of investment options such as mutual funds, managed investments, annuities, business retirement plans, and education savings plans. In total, our partner manages over 2.7 million investment accounts. Please note that some products and services may not be available in all states or provinces.
Our collaboration with Answer Financial® Inc. offers our clients access to competitive quotes from some of the top-rated insurers in no more than 10 minutes. Customers of Answer Financial have saved an average of $494 annually. Additionally, now our services extend to include small business insurance options!
Legal Shield's Legal Protection Program enables customers to access the assistance of a qualified Provider Law Firm in their own state for various legal needs, including creating a will.
Every year, countless individuals suffer from identity theft. To guard against this, Legal Shield provides ID Theft Defense SM - an all-encompassing service which includes prevention, guidance, and even recovery in the event of a stolen identity.
Choose from Alfac's dental coverage options for the level and premiums that are right for you.
Supplemental Dental
get the benefits your need with no networks or deductibles.
PCT Professional Services | The Peoples Tax & Life
400 satellite Blvd Duluth GA 30047: Suite number provided at appointment comfirmation.
Copyright © 2018 PCT Professional Services | Peoples Tax - All Rights Reserved.
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