We assist our clients in the design, implementation and administration of executive benefit and personal insurance plans. Our consultants and business partners analyze and create plans to meet the needs of individuals as well as private practices and corporations of every size and industry.
We understand the important steps to developing strategic programs that provide comprehensive coverage as well as savings opportunities. We complete a thorough analysis of all available options in order to design the solution that most effectively meets the financial objectives behind each plan.
Commercial Insurance Services
- Key Person Life Plans
- Key Person Disability Plans
- Estate Preservation / Wealth Creation
- Employer Sponsored Financial Plans
- Executive Deferred Compensation Plans
- Business Continuity Planning
- Business Overhead Insurance
- Buy / Sell Agreements
- Supplemental Retirement Planning
- Executive Life Insurance
- Executive Disability Insurance
- Executive Long Term Care
Personal Insurance Services
- Personal Insurance Services
- Mortgage Protection insurance
- Individual Term Life Insurance
- Individual Whole Life / Permanent Insurance
- Individual Disability Insurance
- Individual Long Term Care
- Fixed Annuities
- Family Life Insurance
- Survivorship Universal Life
Additional Resources
Easy Choice Term Life Insurance
Easy Choice Whole Life Insurance
Client Data Form