Insurance Solutions for families and business owners/businesses.
When purchasing life insurance, disability, or long-term care, the question we solve for is ‘How much capital will be needed at the time of these events to meet financial obligations and how long should the capital be provided?’
Lots of insurance carriers write these products, few do them well and cost efficiently. The two dozen carriers we utilize for these products all have their niche, and we put the correct carrier on the correct risk.
How Can We Help
- Term Life Insurance
- Permanent Insurance
- Corporate Owned Life Insurance for key persons, deferred executive compensation and succession plans
- Long-Term Disability Insurance
- Corporate Owned Disability Insurance
- Long-Term Care Insurance
Our Team Includes:
Back-office wholesalers, attorneys in advanced market divisions at life insurers, estate planning attorney partners, and an in-house broker with 15+ years of experience.
To us, life insurance is insurance, not an investment. We do not advocate the use of cash value accumulating permanent life insurance products for investment purposes.
Allow us to take risk management and insurance off of your plate so you can focus on revenue generating activities.
We can review your contracts, help you build cyber security policies, manage your insurance program, and handle many other risk management functions.