Perry's Retirement & Insurance Services

  • Insurance
  • Financial & Investment Services
124 North Main Street
Wendell, NC 27591
(919) 366-0191
(919) 366-0192 (fax)

About Us

FREE Personal Planning
· Financial Needs Analysis
· Savings Analysis
· Insurance Planning
· Protection Analysis
· Risk Profile Analysis*
· Wealth Accumulation for Retirement
· Income Tax read more
  • About

    FREE Personal Planning
    · Financial Needs Analysis
    · Savings Analysis
    · Insurance Planning
    · Protection Analysis
    · Risk Profile Analysis*
    · Wealth Accumulation for Retirement
    · Income Tax Reduction Planning*
    · Education Planning
    · Disability Buyouts
    · Key Person Indemnity
    · Business Valuation Analysis
    · Overhead Expense Protection
    · Section 303 Redemptions
    · Split Dollar Plans for Special Executives
    · Loss Prevention Planning
    · Risk Management Programs
    · Estate Tax Calculations-First and Second Death Analysis
    · Gifting Programs
    · Protection Analysis
    · Property Ownership Evaluations
    · Trust Analysis
    · Private Annuity Concepts
    · Wills & Living Wills
    · Financial Power Of Attorney
    · Health Care Power Of Attorney
    - Employee Benefit Planning
    · Group Life, Health and Disability Income Plans
    · Medical Reimbursement Plans
    · IRAs and Seps
    · Deferred Compensation Plans for Special Executives
    · Self Funding Health Plans
    · Salary Continuation Plans
    · Personal Financial Planning for Key Executives
    · Death Benefit Only Plans for Special Executives

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