Our Services

Personal Solutions

Focus on solving the three biggest risks in your financial life: passing away early (Life Insurance), protecting your paycheck (Disability Insurance), and incapacity planning (Long-term Care Insurance).

Business Solutions

Focus on creating benefits for employees and protecting (and enhancing) your business as an asset. Topics here include group health insurance plans, funding for buy-sell agreements, keyperson retention (golden handcuffs), Executive deferred compensation plans, and group life and group disability plans.

Value Add Solutions

Focus on how you can teach your employees to extract more value from your benefits and realize the value you put into their employment without adding expenses to your bottom line.