Broker Check

Individuals and Families

Life Insurance Needs Analysis

  • Design a comprehensive strategy of life insurance protection
  • Review existing insurance portfolios
  • Fill gaps in coverage to meet needs 

Disability Income Insurance Protection

  • Helps maintain your lifestyle in the event of a work-ending disability
  • Protects your most valuable asset – your ability to earn an income

Long Term Care Insurance Protection

Estate Planning Strategies

  • Help protect your estate with life insurance to pay estate taxes and maximize your estate for your heirs
  • Collaboration with your attorneys, CPAs and current advisors to create an efficient, effective plan for your estate