Consulting

NAMCOA provides many various types of supporting education and consulting services related to assisting business owners, clients, broker dealers and financial advisers.

These areas may include:

tom-cooper
Thomas Cooper, CFP, CPPT
  • Financial Planning
  • Insurance
  • Key-Person Planning
  • Equity Index Annuities
  • Policy Audits
  • Non-Qualified Plans
  • Annuity Arbitrage
  • Educational Programs
  • 1031 Exchanges

For more information, please contact us.