- Life Insurance – Temporary and Permanent / Term, Universal and Whole Life
- Disability Insurance – protection for an individual’s earned income
- Long Term Care – covers home health care, assisted living and nursing home
- Medicare Supplement/Medicare Advantage Plans
- Insurance Planning – creative solutions to protect your estate/assets
- Mortgage Protection Insurance – help cover mortgage debt for home or business exposures
- Portfolios for long term savings, retirement and planning
- Educational Funding – 529 College Plans
- Financial Services – the implementation and guidance of financial plans and strategies
- Retirement Planning – customized retirement planning
- Income Management – deferred and immediate annuities