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, Association, Group.
- Health Insurance: Group Health, Dental & Vision, Section 125 Cafeteria plans.
- Annuities: Fixed and variable annuities, Immediate and deferred annuities.
- Investments: Mutual Funds, 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), Group Health Plans including HSA 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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