Our Services

Products:
 
  • Life Insurance: Term, Whole, Universal & Variable Life; Group Life.
 
  • Disability Income Insurance: Individual, Multi-Life, Group - Short & Long Term.
 
  • Long Term Care Insurance: Individual, Multi-life, Group.
 
  • Health Insurance: Group Health, Dental & Vision, Section 125 Cafeteria plans.
 
  • Annuities: Fixed and variable annuities, Immediate and deferred annuities.
 
  • Investments: Mutual Funds, Managed Accounts, Financial Planning
Planning Strategies:
           
  • Business Planning: Key Person, Business Continuation /Succession, Buy-Sell, Business Overhead Expense, Disability Buy-out.
 
  • Company Planning: Voluntary benefits, Retirement, Savings & Pension Plans,Section 412(i) & Section 419(e) Welfare Benefits Plans, Section 125 Cafeteria Plans, Group Life, Health and Disability Plans.
 
  • Personal Planning: Family Security Planning, Financial Planning, Estate Planning, Long Term Care Planning.
 
  • Personal Business Planning: Split Dollar and Executive Bonus, Deferred Compensation, Salary Continuation
                   
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