Insurance For Financial Planning

Insurance comes in many forms.  There is Life Insurance, Health Insurance, Medicare Supplement, Annuities, and the list goes on.  We specialize in a few key areas:

Life Insurance– as an independent insurance office we offer insurance from a large list of top rated carriers.  We assist our clients with their need to provide a tax-free death benefit to their beneficiaries.  Life insurance can also be used for protection against chronic illness or a nursing home stay.

Annuities– Fixed and Indexed Annuities are Insurance Products because they come with an underlying guarantee that you will not lose money due to market losses.  They are not market-based products.  We represent a large number of A+ rated carriers and can easily contract with a specific company if we are not already working with them.