Our Insurance Services
Request Assistance »We offer a wide array of insurance services and strategies for individuals, families, and businesses.
We are licensed with many of the leading life and health insurance companies in order to provide competitive rates on health insurance, health savings accounts, life insurance, disability insurance, dental and vision plans, long term care policies, Medicare supplements, Part D prescriptions insurance, and several types of annuity investment policies.
Business Insurance Services
In the business marketplace, we offer both group voluntary and employer sponsored insurance as well as business succession planning. Our group offerings include life, health, disability, long term care, Medicare supplement, prescription Part D, dental and vision insurance.
We also offer 403b group retirement accounts, deferred compensation packages, annuity accounts, and key employee coverage.
Senior Insurance Services
In the senior market, we offer Medicare supplement plans and Medicare part D prescription drug coverage. We also provide traditional and hybrid long term care policies.
We utilize specifically designed life insurance products to assist with wealth transfer and tax reduction. We also employ innovative insurance products to cover funeral expenses and to assist with Medicaid planning.
Preservation Strategies and Estate Taxes
We specialize in asset protection and preservation by using unique products with a unmatched history of safety and security. Our independent agents focus on wealth management, estate growth and efficient asset transfer for individuals and families.
Using various insurance products, we can help account for inheritance taxes, estate taxes and probate issues in order to maintain and/or increase estate distribution at settlement.
Retirement and Income Planning
Our representatives help individuals and businesses create individual retirement accounts such as traditional and Roth IRA's, SEP's, TSA accounts, and 403(b) plans.
We also assist with IRA, 401(k), and 403(b) retirement account rollovers upon separation from employment or reaching retirement age. For beneficiaries of retirement accounts, we can help establish and manage beneficial IRA accounts in order to reduce income taxes.
Charitable Giving
We work with families and individuals looking to bequeath assets to charitable organizations both large and small. We contract with highly rated, reputable insurance companies to offer charitable gift annuity accounts and life insurance policies.
Using innovative products and strategies, we can help philanthropic investors leverage their dollars so to pass more wealth to a favorite charity or organization.
Professional Referrals
In some cases, we can also provide referrals to accountants and elder law attorneys for more advanced estate planning cases. These professionals can offer tax and legal advice when needed with certain insurance products and planning situations.
