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August 20, 2008 |     |
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Other Scarborough
Place all of your investments with one trusted advisorInvestment Options/Plans Over the years, many of our Plan participants have been so pleased with the service and investment performance of the pension and savings plans offered through Scarborough Alliance, that they've wanted to invest more of their money with us - and in some cases, consolidate their money to simplify their lives. IBEW members and their spouses can invest additional money, or consolidate their assets, through Scarborough Alliance and our affiliated companies. In addition to the qualified pension plans - such as the IBEW Local Unions Savings and Security Plan and IBEW Local Unions Pension Plan offered through Scarborough Alliance* - we also offer mutual funds, IRA products, brokerage accounts and a variable annuity, which includes a fixed income account, through Scarborough Alliance’s affiliated companies. Scarborough Capital** has formed an alliance with Charles Schwab to offer access to a broad selection of investment products for IBEW members. In addition, Scarborough Securities*** has established a relationship with the highly regarded insurance company, Security Benefit Life, to offer a unique variable annuity, the Scarborough Advantage. The Scarborough Advantage variable annuity offers a fixed income account, top performing investments, has low annual expenses and no sales or surrender charges. We have entered into these alliances to address the broad array of investment needs of IBEW members and their families. We can help you select top performing, low-cost mutual funds for either your IRA or after-tax investing needs. Simplifying your financial life has never been easier. Once we help you select the appropriate investments that address your risk and return requirements, we will also review your account with you every year and make appropriate adjustments. If you have taken full advantage of your 401k and IRA contributions and are interested in tax-deferred investing, you can purchase a variable annuity, which includes a fixed income account, through Security Benefit Life offered through Scarborough Securities. Our licensed staff of professionals can help you select the product and investment allocation that is right for you. *Scarborough Alliance Corporation is the Plan Administrator for the IBEW Local Unions Savings and Security Plan. **Scarborough Capital Corporation is an affiliated company of Scarborough Alliance Corporation. It is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. *** Scarborough Securities Corporation is an affiliated company of Scarborough Alliance Corporation and a member of the National Association of Securities Dealers (NASD) and is registered with the Securities and Exchange Commission (SEC). |
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