As an independent firm we are able to match the needs of our clients with appropriate coverage’s and competitive premiums from more than just one insurance company. Through a network of various top rated insurance companies, including American General, Allianz, John Hancock, ING, Genworth, Guardian, and Jefferson National we are able to offer our clients with a variety of financial protection solutions. 

Family Protection:

Provide your family with the necessary protection in case of an early death using various Term, Whole, and Universal life insurances. 

Tax-savvy Accumulation:

Maximize your savings for retirement with tax-deferred variable annuities with virtually no contribution limits or tax reporting.

Income Distribution:

Ensure you don`t outlive your assets with fixed income annuities that guarantee a stream of lifetime income in retirement.

Wealth Transfer:

Reduce your estate taxes with life insurance that transfers assets to your survivors through tax efficient strategies, such as sheltering and gifting. 

Protect your Income:

Maintain your standard of living in the event of a disability with disability insurances that will pay benefits from six months or for the rest of your life. 

Protect your assets:

Maintain your standard of living and financial security from the unexpected and considerable expenses of long-term care.