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SERVICES

Our goal is to create insurance solutions and offer exclusive benefits to each client.  With a carrier neutral and product neutral approach, we develop custom strategies to serve your personal and business needs.  A key service we provide is an in-depth analysis and policy review of in-force existing insurance plans. This allows us to ensure you are appropriately protected.
LIFE INSURANCE

 

  • Term Insurance

  • Permanent Insurance (Whole Life/Universal Life)

  • Life Settlements

  • Policy Audit/Review

BUSINESS INSURANCE

 

  • Buy-Sell Insurance

  • Key Person Life Insurance

  • Workers Compensation

  • Employee Benefits – Medical

  • Group Life/Disability Insurance

  • General Liability

  • Business Auto

     

LONG-TERM CARE INSURANCE

 

  • Individual

  • Multi-Life

  • Group LTC – Employer Paid & Voluntary

  • Executive Carve-Out

  • Partnership Plans

  • Traditional & Linked Benefits (MoneyGuard)

DISABILITY INSURANCE

 

  • Long-Term Disability

  • Short-Term Disability

  • High Profile/High Risk Disability Insurance

  • Group Disability

 

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DISABILITY INSURANCE

 

  • Long-Term Disability

  • Short-Term Disability

  • High Profile/High Risk Disability Insurance

  • Group Disability

MEDICAL INSURANCE

 

  • Individual

  • Senior

  • Small Group

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