- Life InsuranceLife insurance represents substantial family and business capital. It is tied to complex lifetime financial strategies, integrating personal and business philosophies, capital management goals and objectives, financial and tax circumstances.
- Health InsuranceThe individual health insurance marketplace is volatile and complex. You need the most informed, versatile, responsive assistance available. Our individual health benefit team has the knowledge and experience to eliminate the headaches often associated with selecting health care. We work with the major providers of individual health carriers in the area so we know what the latest products are and what these products cost.
- Disability InsuranceWe offer long-term, individualized life, health & disability insurance based solutions. Our clients want to protect their family, transfer their wealth & provide for the charities they support. Working with your CPA, estate planning attorney & other advisors, we develop a creative plan that is meaningful to you. Most importantly, we believe a purchase is only the beginning of a relationship, not the end of a sales process.
- Long Term CareThese plans include Salary continuation plans, Split-dollar* insurance plans, 401(k) excess or “mirror” plans, Deferred compensation plans, Supplemental Executive Retirement Plans (SERPs), & Executive disability and long-term care plans.
"Fish and Chips" found in 1 dish