Who We Serve
Individuals and Families
Owners and their Business
Owners and their Business
We partner with field marketing organizations and insurance carriers that offer our team with support and our clients with solutions to their current and ongoing needs.
Insurance planning support include the following:
- Life insurance
- Disability
- Long term care
- Annuity
Owners and their Business
Owners and their Business
Owners and their Business
We partner with field marketing organizations and insurance carriers that offer our team with support and our clients with solutions to their current and ongoing needs.
Group insurance planning support include the following:
- Life insurance
- Key Man Insurance and Buy-Sell
- Disability
Risk Evaluation & Management Process
Life and Financial Planning
We begin the process with learning your values and identifying areas of risk exposure.
Evaluation & Analysis
We evaluate your coverage needs and identify any coverage shortfalls
Education & Coordination
We review any existing coverage and educate you on what you have then present how it may fit into the overall plan.
Should there be a need for new or change in coverage provider or coverage amount then services will be coordinated with your insurance agent.
Insurance Product Options
Life Insurance
Long Term Care Insurance
Disability Insurance
Provides economic benefit in the unexpected death of the insured. Coverage commonly used for Income replacement, Funeral & final expenses, Debt payoff, Inheritance, Pay estate taxes, Charitable planning, Living benefits
Disability Insurance
Long Term Care Insurance
Disability Insurance
Disability coverage provides economic benefit in the event the insured is unable to work. Coverage may be for short-term, long-term, or in certain situations permanent disability.
Long Term Care Insurance
Long Term Care Insurance
Long Term Care Insurance
Long Term Care coverage provides economic benefit for the insured with a chronic or disabling condition requiring long term care. Coverage may be used for nursing-home care, home-health care, and personal or adult daycare
Medicare Insurance
Medicare Insurance
Long Term Care Insurance
Federal medical insurance for anyone age 65 or older and some individuals under 65 with certain disabilities or conditions.
Health Insurance
Medicare Insurance
Health Insurance
Provides economic benefit in the event the insured is experiencing health related challenges.
Annuity
Medicare Insurance
Health Insurance
Investment issued by insurance companies to provide annuitants with a future stream of income over their lifetime or a specified period of time.
