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The Tax Advantage of Universal Life Insurance
08Mar
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The Tax Advantage of Universal Life Insurance

As with all life insurance policies, the most important reason to own
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Important Estate Planning Documents – Do You Have These?
04Mar
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Important Estate Planning Documents – Do You Have These?

People who have any doubts about their estate planning status should review
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Group Life Lapses After 30 Days of Not Working
01Mar
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Group Life Lapses After 30 Days of Not Working

MANY EMPLOYERS may offer group life insurance and death benefits to their
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Does Medicare Cover Long-term Care?
22Feb
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Does Medicare Cover Long-term Care?

Many Americans are grossly underinsured against the risk of devastating long-term care
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Americans Who Care For Aging Parents Suffering Financially and Emotionally
18Feb
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Americans Who Care For Aging Parents Suffering Financially and Emotionally

America has a senior health crisis that also produces serious employment implications.
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Tips For Self-Employed Individuals To Retire Smarter And More Comfortably
15Feb
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Tips For Self-Employed Individuals To Retire Smarter And More Comfortably

The Aegon Center for Longevity and Retirement worked with Transamerica Center for
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Taking Charge of Your Retirement with a SEP-IRA
11Feb
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Taking Charge of Your Retirement with a SEP-IRA

Do you own your own business? Do you have significant income from
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With Social Security Expected to be Significantly Underfunded by 2030, What are Your Options?
21Jan
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With Social Security Expected to be Significantly Underfunded by 2030, What are Your Options?

Social Security is in trouble. The current pay-as-you-go funding mechanism designed in
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Understanding SEP-IRAs
18Jan
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Understanding SEP-IRAs

SEP-IRAs, which are treated the same as regular IRAs, are used by
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How Self-employed Americans Can Prepare Financially For Retirement
14Jan
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How Self-employed Americans Can Prepare Financially For Retirement

A recent survey conducted by Transamerica Center for Retirement Studies revealed the
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Shreejay Purohit, Registered Representative of and securities offered through LifeMark Securities Corp.

Shreejay Purohit, Registered Representative of and securities offered through LifeMark Securities Corp., Member FINRA/SIPC – Twin Pond Executive Campus, 405 Birchfield Drive Marlton, NJ 08053 Phone# 866 400-8884 LifeMark Securities Corp. is not affiliated with Neptune Financial Services. Please be advised that neither Shreejay Purohit nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. Check out the broker check with Finra: https://brokercheck.finra.org/ The content on this website is being provided for informational or educational purposes only. It is not written or intended to be a tax, legal and/or an investment advice and is not a recommendation about managing or investing retirement savings or securities for any individual, family, prospect, client, or prospective clients of Neptune Financial Services or Shreejay Purohit or its affiliates or their agent(s), representative(s), sub-producer(s). An individual seeking information regarding their investment or retirement needs should contact a financial professional. Shreejay Purohit and/or Neptune Financial Services and/or its affiliates and/or their agent(s), and/or representative(s), and/or sub-producer(s), do not render tax and/or legal advice. Please consult your tax and/or legal advisors regarding your personal tax and/or legal concerns. By providing this information, Shreejay Purohit and/or Neptune Financial Services and/or its affiliates and/or their agent(s), and/or representative(s), and/or sub-producer(s), is/are acting as your ERISA fiduciary. Investing in securities involves risk, and there is always the potential of losing money. Asset allocation and re-balancing do not ensure a profit or guarantee against loss. You should consider the features of the policy and/or contract and/or the underlying portfolios’ investment objectives, policies, management, risks, charges, and expenses carefully before investing. These and other important information are contained in the appropriate product prospectus. Please read the product prospectus carefully before investing or sending money. This website is for USA residents only and may not be approved in all states. Information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the New Jersey, where such use would be prohibited or otherwise regulated.

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