Financial Services Offered

Protection Strategies:

· Life Insurance

· Disability Insurance

· Long Term Care

Health Insurances:

· Health Insurance

· Critical Illness Insurance

· Dental & Vision Insurance

· Medicare Supplement Insurance

Wealth Management:

· Retirement & Investment Strategies

· IRAs, Mutual Funds, Managed Portfolios

· Annuity (Tax-deferred): Fixed & Variable

Estate Planning:

· Legacy Planning: Family & Business

· Asset Protection Strategies

· Charitable Giving / Gifting Strategies

· Tax Strategies

Group Benefits:

· Insurances: Life, Disability, Dental, Vision

· Voluntary & Supplemental Benefits

· Retirement Planning: 401k

· Education Workshops & Seminars

· Relationship Manager & local support

Business Owner Strategies:

· Buy-Sell Arrangements Funding

· Key Person Insurance

· Deferred Compensation Funding

· Executive Bonus Arrangements

· Business Succession