Services for Executives

We offer a full range of financial programs and choices to assist business owners, executives, and corporations—including:

• personal investment portfolios;estate planning for executives; Rule 144 restricted and control stock sales;stock-option exercise and sale programs;corporate cash management;corporate stock repurchase programs;
• retirement plans:

• SEP-IRAs; pension and profit-sharing plans;401(k) plans;money-purchase pension plans;defined-benefit plans;evaluating existing plans;
• working with you and your advisors in designing and implementing new plans;

• key-man and other life insurance programs;funding for buy-sell insurance agreements;investment advice on proceeds from sale of business; and
• corporate finance services (for mature, profitable middle-market companies).

Available through Wachovia Securities Insurance Services, a wholly-owned subsidiary of First Union Securities, Inc. Not available in all states. Withdrawals from an annuity prior to age 59 1/2 may incur a 10% Federal excise tax.

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