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Basic Planning Strategies

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    • Variable Life
    • Indexed Universal Life
  • Disability Insurance
    • Individual Disability Income Protection
  • Long Term Care Insurance    
    • Traditional LTC
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  • Educational Savings Programs  
    • 529 Savings Programs
  • Investment Accounts    
    • Traditional Brokerage Accounts
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Estate Planning Strategies

Trust Owned Life Insurance

  • Survivorship Life Policies
    • Survivorship Variable Life
    • Survivorship Universal Life
    • Survivorship Whole Life
  • Individual Life    
    • Term Life Policies
    • Permanent Life Policies

Analysis & Financial Planning

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    • Non Fee Needs Analysis
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    • Fee Based Financial Planning

Business and Succession Planning

  • Employee Benefit Plans
    • Traditional 401k Plans    
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    • Profit Sharing Plans    
    • Defined Benefit Plans 
    • Simplified Employee Pension Plans  
    • Simple IRA Plans    
    • Group Long Term Care 
    • Group Disability Coverage    
    • Group Life Coverage    
  • Executive Benefit Programs
    • Executive Bonus Plans    
    • Deferred Compensation Plans    
    • Split Dollar Plans    
    • Salary Continuation Plans    
  • Business Continuation Programs
    • Key Person Life Insurance     
    • Buy Sell Funding Policies    
    • Disability Buy Sell Policies    
    • Disability Overhead Expense Policies    

Our Services

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  • 7400 W. 110th St. STE #700, Overland Park, KS 66210 United States
  • Email: heather.dissmeyer@equitable.com

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor. For purposes of content clarification, "advisor" is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisor representatives (IAR) of registered investment advisors, respectively.  "Advisor" in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services. 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Reflection Financial Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-127617 (Rev. 12/21) (Exp. 10/23)

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