A SOUND APPROACH
No one can predict what the future holds, but we do know that often the greatest risks are those we fail to foresee. Life risks can have significant impact on your clients’ financial well-being.
We are pleased to be able to provide insurance solutions that add value to your practice and help employees safeguard what they value most, while protecting the retirement plan. Solutions will include guaranteed issue group whole life insurance, “QLS” which uses life insurance to maximize retirement benefits, traditional long- term care and linked benefit long -term care and options for non-qualified deferred compensation.
Turn taxable qualified assets into non-taxable assets
Guaranteed Issue and portable
Traditional and Linked Benefit Long Term Care Insurance
Using COLI for funding
As you look to build or expand your insurance practice, we can recommend the right strategies with a consultative and objective approach to insurance planning.