With all the different types of insurance and plans that are available on the market today, choosing an insurance plan that’s right for you can be a daunting task. As experts in the insurance marketplace, we provide personal consulting for business owners, executives and employees to help them understand their options, and create packages that meet their needs.
Our personal approach to helping you prepare your Personal Life Plan will leave you feeling confident that you’ve got the most appropriate and competitive insurance and financial instruments that will meet or exceed your objectives.
We are independent brokers, licensed with all of the carriers in the states where we do business and diligently provide a thorough examination of the best and most competitive products available for our clients.
As part of your plan, we conduct annual reviews of the following programs:
- Retirement and Estate Planning
- Investment Portfolio Review
- Term, Universal and Whole Life Insurance
- Individual Disability
- Individual Health Insurance and Short Term Medical
- Tax Deductible Long Term Care