Services

Personal

  • 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

Business

  • Group Health and Employee Benefits – health, life and disability insurance tailored to address your company’s needs
  • Section 125 Plans HSA/HRA – tax advantage health plans
  • Retirement Plans - 401(k), 403(b), Profit Sharing
  • Long Term Care – purchased on the owners and their family members at a significant discount
  • Buy/Sell Insurance – protects against adverse financial consequences that may result from a partner’s death or disability
  • Key Person Insurance – purchased on the life of a key employee whose loss would have an adverse effect on a company
  • Executive Benefit Plans – plans to attract, retain and compensate valued individuals on a scheduled and selective basis
  • Business Continuation – providing for the transition and succession of business within a family, partnership or corporation
  • Deferred Compensation – non-qualified retirement programs
  • Payroll Deduction – voluntary disability and life insurance plans for employees

Property Casualty

  • Property
  • Workers compensation
  • Professional /General Liability
  • Commercial Auto
  • Business Packages – fire and property
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