MDR Insurance & Financial Services offers product solutions, AARP program, life plans for business, special needs planning, and income tax strategies. Personal solution services include wealth management, retirement planning, estate planning, disability, extended care needs, 401k and IRA rollovers, life insurance, financial planning, asset protection, charitable, and legacy planning. Business solution services include life plan for business, health insurance, ancillary benefits, employee benefits, 401k and IRA rollovers, funding buy-sell agreements, funding deferred compensation, key person insurance, executive benefits, succession planning, qualified retirement plans, cash balances, and defined benefit plans.