Our Services
LIFE - HEALTH INSURANCE - DISABILITY INCOME
LIFE INSURANCE PRODUCTS
Key-Person Life Insurance for Business Owners
Buy-Sell Insurance for Business Owners
GROUP HEALTH & OTHER PLANS
PERSONAL DISABILITY INCOME INSURANCE
Non-Cancellable (Non-Can)
Business Overhead Expense (BOE)
INVESTMENTS
COLLEGE FUNDING
ADDITIONAL SERVICES PROVIDED
NON-QUALIFIED RETIREMENT PLANS
Deferred Compensation Plans
Executive Bonus Plans - IRC Section 162
QUALIFIED RETIREMENT PLANS
Profit Sharing Plans
401 (k) Plans
Traditional IRA
Roth IRA
IRA Rollovers
FIXED ANNUITIES
ESTATE PLANNING*
ESTATE ANALYSIS*
*PLANNING COORDINATION WITH YOUR TAX AND LEGAL ADVISORS WITH ACCESS TO LEGAL STAFFS OF INSURANCE COMPANIES FOR PERSONALIZED PLANNING STRATEGIES
ASSET PROTECTION STRATEGIES