Insurance Services We Offer

Independent insurance advisors offering the option of selling a life insurance policy under a life settlement for more than cashing it in or lapsing it.

We provide comprehensive insurance planning around all small business' needs, but specialize in key-person, buy/sell, business overhead and long-term care.

Insurance advisors providing recommendations for asset accumulation and/or income guarantees in retirement through fixed annuities.

Insurance advisors specializing in longevity planning, working with clients on both creating their long-term care plan as well as funding options.

Independent insurance advisors for individuals and small businesses looking for income replacement should an unexpected disability occur.

Independent insurance advisors for individuals, couples and small businesses needing life insurance for income replacement, NQ comp. or legacy planning.

We offer independent insurance consulting services. We help clients understand their current coverages, as well as provide options on how to move forward.