SERVICES

INDIVIDUALS

  •     Fixed Annuities 
  •     Disability Income Insurance
  •     403(b), 457 Plans and Deferred Compensation
  •     412 (i)
  •     IRA's (Traditional, Roth, SEP, SIMPLE) + 401k establishment
  •     Retirement Planning
  •     Estate Conservation Strategies
  •     Individual Dental Insurance
  •     Medical Insurance
  •     Long-Term Care Insurance
  •     Life Insurance
                   Whole Life Insurance
                   Universal Life Insurance
                   Indexed Universal Insurance
                   Term Life Insurance 
                   Return of Premium Term Life insurance

BUSINESSES

  • Group Employment Benefits
  • Group Life, Dental, Long-Term Care and Disability Income Insurance
  • Business Overhead Expense Insurance
  • Group and Individual Health Insurance
  • Executive Bonus Plan and Split Dollar
  • Buy/Sell Agreements Funding
  • Premium Financing