Financial Services

Carlisle Insurance* offers a broad range of products to help you build and secure your future. Whether you need to prepare for paying college tuition, purchasing a new home, or retiring with security, we look forward to helping you reach your financial goals.

Some of the products we offer are below:

IRA Rollover: This is a tax-favored account in which savings are transferred from an existing, qualified retirement plan (e.g. a 401(k) plan) to a Traditional IRA.  Contributions and withdrawals follow the same guidelines as a Traditional IRA.*

Annuity: This is a contract with an insurance company under which you agree to deposit a specific amount of money with that insurance company. The insurance company agrees to pay a fixed rate of interest on your funds as long as the contract exists. The interest you earn accumulates on a tax-deferred basis.  Variable annuities, which pay a variable rate of return, are also available.

401(k) Plan: For employers who wish to allow employees to make pre-tax contributions through payroll deductions of up to $11,000 per year or 25% of their pay, whichever is less.

*Carlisle Insurance agency does not provide legal or tax advice. For specific legal or tax advice based on your situation, please contact your attorney or tax advisor.

Ted Bearden, Jr. is a Registered Representative offering securities through Transamerica Financial Advisors, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC.