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The ABCs of SIMPLE IRAs
07Jun
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The ABCs of SIMPLE IRAs

The SIMPLE IRA is a streamlined and cost-effective way for smaller employers
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Most Working Americans Are Not Prepared For Retirement
31May
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Most Working Americans Are Not Prepared For Retirement

Today, many Americans are stressed about retiring. Most of them are not
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Don’t Overlook Equipment Breakdown Insurance
10May
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Don’t Overlook Equipment Breakdown Insurance

Don’t Overlook Equipment Breakdown Insurance Imagine it’s a typical July day. You
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Who Would Pay Your Bills If You Became Disabled
19Apr
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Who Would Pay Your Bills If You Became Disabled

A January 2007 survey conducted by International Communications Research on behalf of
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Types of Retirement Benefit Plans – An Overview
12Apr
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Types of Retirement Benefit Plans – An Overview

Retirement plans can be workplace sponsored, or they can be initiated and
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Small Firms Underestimate the Value of a Retirement Plan
05Apr
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Small Firms Underestimate the Value of a Retirement Plan

Small businesses seriously underestimate their employees’ interest in having an employee-funded retirement
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Whole vs. Term Life Insurance
29Mar
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Whole vs. Term Life Insurance

The two main types of life insurance are whole and term. In
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The Wealth Trap: Underinsuring Liability, Over-insuring Assets
25Mar
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The Wealth Trap: Underinsuring Liability, Over-insuring Assets

If you are accumulating wealth quickly and live the comfortable life with
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Determining if Permanent Life Coverage Is Right for You
22Mar
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Determining if Permanent Life Coverage Is Right for You

Unfortunately, far too many Americans fail to prepare for their eventual demise
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Using Home Inventory Apps to help Document your Personal Property
19Mar
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Using Home Inventory Apps to help Document your Personal Property

Hopefully, you never have to do a home insurance claim. But if
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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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