What We Do For Your Clients
We Protect Families
Insurance plays an essential role in financial planning for individuals. Personal risk encompasses premature death, disability, and long-term care service needs.
We help you assess your client’s risks and create customized plans to ensure their financial goals are realized.
Life Insurance
Disability Income Insurance
Long-Term Care Insurance
High-Limit Specialty Disability
High School, College, & Professional Athlete Disability
We Protect Businesses
No matter what type of business it is, the loss of an owner, shareholder/partner, or key employee will have an economic impact on the company and the other shareholders or partners.
Insurance planning is a business necessity, yet most businesses fail to address these issues, and many fail to survive after the death of a key player.
Key Person Life Insurance
Life & Disability Insurance Backed Buy-Sell Arrangements
Disability Overhead Expense Coverage
Key Group Disability
Exit Planning & Business Valuations
Executive/Key-Person Perks & Benefits
Qualified & Non-Qualified Executive/Key-Person Retirement Plans
We Protect Legacies
Our team will Craft plans and making recommendations that involve many techniques. While insurance is not always used in planning, it is used more often than not. There is no other product that can deliver the capital needed at the most crucial time.
Estate Plan Design
Large Dollar Concierge Underwriting
Complete Attorney-Accountant-Client Coordination
Business Ownership-Estate Planning Coordination
