News at a Glance

SERFCO opens local office

Volume 3: Issue 6 - 06/01/2008

By CRBJ

SERFCO, or Self Employed Retirement Funding Company, now has a location on the coast.

“We are a national marketing company that deals with self-employed independent contractors,” said Pat O’Brien, regional vice president for SERFCO. “We show them how to create a retirement that is tax-free.”

The company offers equity-indexed annuities.

O’Brien said up to 95 percent of small businesses are underfunded or haven’t started funding for retirement.

“They gain when the markets go up and don’t lose when they go down,” he said. “Its something totally new that people aren’t accustomed to,” O’Brien said.

SERFCO has offices in all 50 states.

For more info about SERFCO, call O’Brien at (877) NOTA401K or (877) 668-2401.


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