• Introduction
• Products & Services
• Contact Us
• Licensing
• Disclaimer

Ivy Jordan is a Registered Representative of and offers Securities through MML Investors Services, Inc. Supervisory Office:

3333 Peachtree Road – Suite 400
Atlanta, GA 30326
(404) 261-8900
Member SIPC

Bartow County Bank is not a subsidiary or affiliate of MML Investors Services, Inc. or Massachusetts Mutual Life Insurance Company.

Ivy Jordan

• Graduate of Cartersville High School
• Graduate of Converse College, BS degree in Finance and BA degree in Accounting
• Currently enrolled in the MBA program at Kennesaw State University with a concentration in Finance
• Lifelong resident of Bartow County
• Joined Moore Financial Group and Bartow County Bank in July 2004
• Active Member of Bartow Rotary Club, Bartow Executive Women, and is a Chamber Ambassador
• Mentor at Cartersville Elementary School
• Associate member of Bartow County Home Builders Association
• Available for appointments at all locations

• Financial Services
  • Retirement Services
  • Estate Plans
  • Education Funding
  • Business Plans
• Investments
• Life Insurance
• Annuities
• Disability Income Insurance
• Long-Term Care Insurance
• Opportunities for Special Presentations

• Individuals
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
• Businesses
  • SIMPLE IRA
  • Simplified Employment Pension plans
  • Defined Contribution plans
  • 401k
  • 403b
• Self-Employed
  • Individual 401k
  • One-person defined benefit plan

• Review of:
  • Gifting strategies
  • Business succession

Education Funding

• Projection of college expenditures
  • Public
  • Private
• Coverdell: Educational Savings Account

• Review of:
  • Insurance for owners and employees
  • Succession plans
  • Deferred Compensation plans
  • Executive Bonus plans
  • Funding for buy/sell agreements
  • Disability Buy-out plans
  • Tax Reduction Review
  • Benefit package

BACK UP

Investments

• Mutual Funds

• Life Products
  • Whole Life
  • Term
  • Variable Universal Life
• Annuities
  • Fixed
  • Indexed
  • Variable
• Disability Income Insurance
  • Individual disability income coverage
  • Group disability coverage
  • Disability Income Buy-Up
  • Business overhead protection
  • Retirement plan protection to cover a portion of pension contribution

BACK UP

Long-Term Care

• Home and Community Based Care
• Assisted Living Care
• Nursing Home Care
• Protection against "spend down" of assets
• Preserves Independence and Self-Determination
• Return of Premium Available

• "BusinessKillers"
• "Long-Term Care Insurance"- Designed to increase public awareness
• "College Funding"-Designed to explore choices

* BusinessKillers is a registered trademark of Lighthouse Strategic Projects Group, Inc. Langhome, PA. Lighthouse Strategic Products Group, Inc. is not an affiliate or subsidiary of MML Investor Serives Inc.

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CONTACT US
Do you have a question about your financial matters, or about our firm? Please contact: Ivy Jordan at (770) 387-8471 or ijordan@finsvcs.com

LICENSING
I am licensed to sell insurance in the following jurisdictions: GA, SC
I am registered to sell securities in the following jurisdictions: GA
We cannot communicate with nor respond to requests from users who reside in jurisdictions we are not licensed to conduct insurance and/or securities business.

DISCLAIMER
Ivy Jordan is a Registered Representative of and offers Securities through MML Investors Services, Inc. Supervisory Office: 3333 Peachtree Road – Suite 400 – Atlanta, GA 30326 – (404) 261-8900 – Member SPIC Bartow County Bank is not a subsidiary or affiliate of MML Investors Services, Inc. Insurance and securities products and services are:

• NOT A DEPOSIT
• NOT FDIC INSURED
• NOT INSURED BY A FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY THE BANK
• MAY GO DOWN IN VALUE

ID# CRN20090676796

WWW.SIPC.ORG

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