We provide families with financially secure futures. It’s never easy to think about how to provide for your family if you are unable to do so, which is why we make discussing life insurance and long-term care products simple. No matter what may come, we help you develop a plan to meet the unique needs that you, your family, or your business have.
As an independent firm, we commit ourselves to exceptional, concierge-style planning and customer service. All of our clients can expect prompt, personal responses backed by decades of experience in the insurance industry.
We have a very unique way of getting our clients the very best pricing on their plans. We bid to a multitude of top-rated carriers at the same time in a seamless way. We do all of the work and then report the results back to the client.
We pride ourselves on integrity. Our products are selected from only top-rated insurance carriers and we tailor each one to your individual needs and goals. After we have put together your plan, we will go over every detail with you one-on-one.
Our business is to deliver only the best, which is why so many of our customers have been with us for years and even decades. See some of our client testimonials and case studies to learn more, or speak to our team now. We want this to be the easiest insurance buying experience ever!
Providing true financial security and independence to our clients. We incorporate life insurance, long term care insurance, and a variety of other products which help to enhance your current estate plan.
Our most popular products include:
Life Insurance (Whole Life, Term, Universal, Indexed Universal, Variable)
Long Term Care (Stand-Alone and Hybrid LTC/Life)
Short Term and Long Term Disability
Bank Owned Life Insurance (BOLI)
Corporate Owned Life Insurance (COLI)
Section 79 Plans