Our Services
Providing Strategic Funding Solutions for Business & Individual Risk Management Needs
Business
- Executive Benefits
- Non-Qualified Deferred Compensation
- Business Succession
- Buy/Sell
- Key-Employee
Estate
- Estate Liquidity
- Estate Equalization
- I.L.I.T. (Individual Life Insurance Trust)
- G.S.T. (Generation Skipping Trust)
- Charitable Giving
Individual
- Income Replacement
- Retirement Income
- Disability Income Insurance
- Pension Optimization
- Long-Term Care Funding
Review your Insurance with out Policy Review program. We will evaluate your policies individually and cumulatively for Effectiveness and Efficiency.
- Effectiveness - Will your policies provide yourself, Family or Company the right amount of benefit the entire time you need it based on your needs and goals?
- Efficiency - Are you paying the right amount, too much or too little for your Insurance?
*Includes Retirement Income, Disability, Long-Term Care & Death Benefits.