ABOUT US
RetirChat brought to you by Internationally Diversified Ltd is family owned and operated agency, established in 2002.
Our wholesale division provides an unprecedented support system to our partners (CPAs, Mortgage Brokers, Independent Insurance Agents, etc.) which focuses on a trustworthy relationship and placing the client's best interest first.
Our licensed retail Value Based Financial Representatives cater to our client's short and long term goals by conducting a need based analysis and delivering unbiased financial solutions.
SERVICES
Individuals
Wealth Accumulation
Fixed Annuities
Fixed Index Annuities
Traditional/Roth IRAs
Education Planning
Retirement Planning
Family Protection and
Wealth Preservation
Life/Disability Income Insurance
Long Term Care Insurance
Estate Conservation
Charitable Gift Planning
Special Needs Planning
Business
Employee
Major Medical
Group Life Insurance
Disability Insurance
Deferred Compensation
Group Carve-Out
Split Dollar Life Insurance
Key Man Insurance
Executive Bonus Plans
Retirement
401(k), Profit Sharing, Money Purchase
Target Benefit, Defined Benefit
Simple IRA, SEP
Business Continuation
Business Overhead Insurance
Disability Buy-Out
Buy-Sell Agreement Funding