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Keeping Your Estate Plan Up-to-Date
27Mar
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Keeping Your Estate Plan Up-to-Date

Estate planning has less to do with taxes and more to do
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IRA Owners Are Maxing Out More While Contributions Remain Inconsistent
06Mar
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IRA Owners Are Maxing Out More While Contributions Remain Inconsistent

Most people who have individual retirement accounts do not make contributions every
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How Much Long Term Care Insurance Do You Need?
28Feb
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How Much Long Term Care Insurance Do You Need?

According to the widely-followed Genworth Cost of Care Study for 2015, the
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Choosing a Retirement Plan for Your Small Business
21Feb
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Choosing a Retirement Plan for Your Small Business

It’s getting tougher to recruit and retain quality employees. The best employees
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The Basics of Annuities
31Jan
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The Basics of Annuities

An annuity is considered an agreement between one organization or person and
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Does a Homeowner’s Policy Cover Your Home Business?
10Jan
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Does a Homeowner’s Policy Cover Your Home Business?

Thanks to advances in technology and the Internet, more and more people
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Tax Benefits of Permanent Life Insurance
22Nov
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Tax Benefits of Permanent Life Insurance

For this blog, “permanent life insurance” refers to whole life and universal
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Key Employee Insurance Protects the Future of your Business
15Nov
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Key Employee Insurance Protects the Future of your Business

You have got a great group of employees working with you and
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How the New Tax Law May Affect Your Mortgage
01Nov
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How the New Tax Law May Affect Your Mortgage

At the end of 2017, President Trump signed into law the Tax
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Life Insurance and Living Benefits
25Oct
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Life Insurance and Living Benefits

The primary purpose of life insurance is to deliver a large cash
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Keeping Your Estate Plan Up-to-Date

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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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