Insurance Services We Offer

Life Settlements

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.

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Business Insurance

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

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Annuities

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

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Life Insurance

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

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Insurance Consulting

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

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