Firm Services
By being a completely independent and carrier agnostic brokerage firm, we are able to work with multiple carriers and have various strategic partnerships that benefit our clients and their specific planning.
Life Insurance Services
Permanent/Cash Value Life Insurance
Term Life Insurance
No Exam Life Insurance
Premium Financed Life Insurance
Private Placement
Life Settlements
Policy Audit/Analysis
Business Planning
Buy/Sell Life Insurance
Key Person Life Insurance
Deferred Compensation
Executive Disability
"Golden Handcuff" Plans
Business Risk Analysis
Estate Planning
"Bloodline" Wealth Transfer
Tax Planning Strategies
Gifting Strategies
Asset Leveraging
Split Dollar
Estate Analysis
Retirement Income Planning
Longevity Annuities
Deferred & Immediate Annuities
Long Term Care Options
Retirement Income Analysis
Disability Services
Long & Short Term Disability
Specialty Coverage for Athletes & Entertainers
Exotic Risk Needs
Disability Needs Analysis
