Commercial Insurance

Personal Insurance

Financial Management

Bonding Services

Health Insurance

DOWNLOAD FORMS

Disability Insurance Request

Life Insurance Request

Long-term Care Insurance Request

FINANCIAL MANAGEMENT: Products & Services

Individuals, families and businesses have long relied on McNish Financial Services for disability, life and long-term care insurance as well as expert assistance with education funding and retirement planning.

Whether acting in a consultative role or as a provider of financial products, our independent status enables us to shape solutions that best meet your needs.

Contact us today if you have a question on any of the financial management services listed here, or click on the PDF downloads at the left to request a quote.

Disability | Education Funding | Life Insurance | Long-term Care | Retirement Planning

Disability Insurance – including policies for:

Business overhead expense

Buy-sell funding

Individual protection

> download Disability Insurance Request Form (PDF)

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Education Funding – including:

529 college savings plans

Coverdell education savings accounts

UTMA/UGMA (Uniform Transfer/Gifts to Minors Act) accounts

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Life Insurance – including policies for:

Buy-sell funding

Estate planning

Family protection

Individual protection

Key man coverage

> download Life Insurance Request Form (PDF)

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Long-term Care Insurance – including policies for:

Individual protection

> download Long-term Care Insurance Request Form (PDF)

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Retirement Planning – including:

401-K plans

Annuities

IRAs (Individual Retirement Accounts)

Non-qualified deferred compensation plans

Profit sharing plans

Roth IRAs

SEP (Simplified Employee Pension) plans

Single K (Individual K) plans

SIMPLE IRAs

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The solutions offered by McNish Financial Services are not limited to those listed above. If you have a specialized need, please ask.

Securities offered through ING Financial Partners, Inc. – 2075 W. Big Beaver Road, Ste. 410, Troy, Michigan 48084, 248-649-0780; Member SIPC.
McNish Financial Services, Inc. is not a subsidiary of nor controlled by ING Financial Partners, Inc..