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McIntosh Insurance & Financial Services



General Agent, Owner & President

1555 Palm Beach Lakes Blvd Suite 400, West Palm Beach, FL 33401


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401k Plan Rollover


If you are responsible for your company's 401k plan, you and the business owners have a serious and potentially liable regulatory and "fiduciary" responsibility to your employees in regard to the prudent performance of their plan. Watch this video to learn how you can avoid a regulatory lawsuit.

Hello, I'm Hurbert. Ask me about...

Your Company's 401k Plan Fiduciary Liability



Thank you for taking a few minutes to watch this video, and learn about the valuable tax advantage and the economic benefit it explains. My business tries to help people save, grow and protect their money. So if you would like to learn more, or if you have specific questions, please let me know by filling out the form at the end of this video and sending me your request by email. To get more financial and "tax advantaged" information, visit us online at

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Long-Term Care Planning

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