Personal

Life Insurance

Universal Life Insurance

Premium life insurance plan with flexibility.
Low cost.
Withdrawal or tax-free loans available.
Offered through Bethpage Investment Strategies.

Term Life Insurance

Coverage for a specified period of time.
No surrender charges.
Renewable up to the age of 75.
Offered through Bethpage Investment Strategies.

Whole Life Insurance

Protect your family.
Premiums are NOT flexible.
Offered through Bethpage Investment Strategies.

Variable Life Insurance

Must be 18-years of age to apply.
Offered by Bethpage Investment Strategies through INVEST.

Registered representatives of INVEST Financial Corporation, member FINRA / SIPC, and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST are: *NCUA insured *Not guaranteed by any Credit Union *May lose value including loss of principal.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy