Products/Investment Solutions

As an independent firm, USA Financial is committed to providing advisors and clients with flexibility and choice. We know that each client has unique goals with their financial plan, and we believe it is important to arm our advisors with a comprehensive set of financial offerings in order to customize a comprehensive planning strategy for their clients.

Through our affiliated companies (USA Financial Insurance Services, USA Financial Securities, USA Financial Asset Management, and USA Financial Formulas), we make available the following product and investment solutions:

Annuities

  • Immediate
  • Fixed
  • Fixed Indexed
  • Variable

Life Insurance

  • Term
  • Guaranteed UL
  • Fixed Indexed UL
  • Variable UL
  • Whole

Long Term Care Insurance

  • Traditional LTCi
  • Asset-Based LTCi

Packaged Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Alternative Asset Classes

  • Real Estate Investment Trusts
  • 1031 Exchange Programs
  • Equipment Leasing
  • Oil & Gas Partnerships

Managed Accounts

  • Advisor Managed Accounts
  • 3rd Party Asset Management Programs