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