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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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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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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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Five Types of Claims That Spike in the Fall
18Oct
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Five Types of Claims That Spike in the Fall

As the weather starts cooling down and the seasons change, new perils
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Property Coverage for Businesses with Changing Needs
04Oct
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Property Coverage for Businesses with Changing Needs

Some businesses have very stable property insurance needs as the value of
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The Most Common And The Most Costly Homeowners Insurance Claims
27Sep
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The Most Common And The Most Costly Homeowners Insurance Claims

Recent research information from the Travelers Companies, Inc. showed the most expensive
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Disability As a Result of Diabetes Doubles
09Aug
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Disability As a Result of Diabetes Doubles

The incidence of diabetes is rising, along with the costs of the
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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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Neptune Financial Services | DI Insurance
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Understanding the Medicare Part D ‘Donut Hole’

Neptune Financial Services | Save Dollars
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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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