Typical Financial Vehicles We May Recomend

Typical Financial Vehicles

Investment & insurance products are vehicles which can help transport you to where you want to go.

Many of our clients may have 2-3 Advisory Accounts (fee-based accounts) held at our firm. In addition, their entire portfolio held at our firm may have some of the types of investment or insurance vehicles found below as well.*

Our broker-dealer, SagePoint Financial, Inc. provides due diligence concerning the financial companies providing the investment & security products. GBJ Scott Financial is responsible for providing the due diligence regarding insurance companies and their products. Neither SagePoint nor GBJ Scott offer any proprietary investment or insurance products.


Types of products often offered:

Marketable Securities:

  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Money Market Funds

Non-Traded Securities (for accredited investors only):

  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • Leasing Programs
  • Gas and Oil Programs

Insurance Products:
  • Term & Permanent Life Insurance (Universal, Indexed, Variable, Whole Life)
  • Long-Term Care (Annual Pay or Single Premium)
  • Immediate Income Annuities
  • Fixed and Variable Deferred Annuities

*All insurance and investment vehicles are recommended only when it is client appropriate.