Personal and Business Financial Services

Make Every Dollar Work Harder

The personal and business financial services division brings value through techniques and strategies that help make every dollar work harder, faster, smarter, and safer. We will help you enjoy financial confidence and security today, and more money in your future.

Our experienced advisors will help you formulate your goals, address your concerns, and achieve financial success and security. We stress comprehensive financial management and education in all conversations. Our passion is to provide value to all our personal and business clients, and continue to serve you as your lives change through time.

Plus, as a client, you will be provided with your own personal financial web page.

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What Personal and Business Financial Services Are Available?

Services provided through the personal and business financial services division include, but are not limited to:

Insurance Planning

  • Life
  • Disability
  • Long Term Care

Investment Planning

  • Variable and Fixed Annuities
  • InvestmentStrategies
  • Allocation Models

Retirement Planning

  • Qualified and Non-Qualified Plans
  • 401(k), 403(b), Roth IRAs, and Traditional IRAs
  • Guaranteed Lifetime Income Strategies

Business Planning

  • Buy-Sell Review and Funding
  • Business Continuation and Succession Planning
  • Key Person Protection
  • Business Overhead Expense Protection
  • Business Loan Protection
  • Executive Bonus Plans

Estate Planning

  • Wealth Creation, Conservation, and Distribution
  • Income to Wealth Transition Process
  • Planned Giving Strategies

College Funding Strategies

  • 529 Plans
  • Unique Alternative Strategies

Contact us to start enjoying financial confidence and security today. Complete the form below or call Brian Millinger at 732-690-4875 or brianmillinger@worldins.net.
 

Meet Your Industry Specialist

Brian Millinger

Mr. Millinger is a financial services professional with 16 years experience. Brian stresses creating long-term working relationships and his passion is to ensure that his clients' financial decisions meet their goals and objectives. He is there for his clients as their lives and objectives change over time.

In his spare time, Mr. Millinger volunteers in the Veteran Community and is a board member of Project Empower, a division of Jewish Family and Children's Services of Philadelphia. Brian also enjoys coaching his kids sports teams.

Mr. Millinger resides in Huntington Valley, Pennsylvania with his wife and children. They enjoy sports, traveling, and spending time with friends and family.

How Can We Help You?

Protect what matters most. Get the coverage you need from our team of experienced insurance professionals.

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