Insurance Planning

We will help you assess your insurance needs now and will reassess regularly because as your situation in life changes, your insurance needs may do the same. We are committed to helping you find the appropriate type and amount of coverage for you, your family and/or your business.

Our process:

  • Arranging an in-depth initial meeting and review process of your entire current position and anticipated future needs.
  • Developing and setting your lifestyle goals.
  • Helping you determine which products best suit your needs.
  • Taking action to achieve your established goals.

Because we represent many different life insurance companies, we offer a wide variety of protection products that will suit your long-term and short-term goals, including:

  • Term Insurance
  • Universal/Whole Life Insurance
  • Insured Retirement Programs
  • Estate Bonds
  • Buy/Sell Funding
  • Key Person Insurance
  • Disability Insurance
  • Business Overhead insurance
  • Critical Illness Insurance

Our comprehensive insurance review will provide you with the knowledge needed to ensure your family and/or business will be provided for in the event of your untimely death or disability.