Insurance Services
Estate Planning
- Irrevocable Life Insurance Trust
- By-Pass Trust Funding
- Charitable Remainder Trust
- Charitable Legacy Plan
- Pension Asset Transfer Plan
Retirement Planning
- Non-Qualified Deferred Compensation
- Retail - 401(k) Look-a-Like plans
- Supplemental Non-Qualified Retirement Plans
- Accounts Receivable Financing
- Section 162 Bonus plans
- 412(i) Defined Benefit Plans
Wealth Transfer Planning
- Updating and Improving Present Insurance Policies
- Asset Protection Plus (IRA & Annuities)
- Life Settlements
Business Planning
- Buy / Sell Agreements and Funding
- Key Employee Insurance
- Welfare Benefit Plans
- Group Life and Disability Plans
- Life Settlements
- Executive Long Term Care
Type of Insurance Products
Life Insurance
- Variable Life
- Universal Life
- Whole Life
- Term Insurance
- Group Term
Long Term Care
- Lifetime premium plans
- expense reimbursement
- indemnity
- Limited payment plans
- Single premium plans
Travel and Medivac Plans
- International
- Domestic
Disability Insurance
- Individual Long
- Group long term
- Buy/Sell
- Business Overhead
Insurance Companies
We only use companies with a 90%+ financial rating on the COMDEX for new business.
- John Hancock
- The Hartford
- ING/Security Life
- ING/ReliaStar
- Mass Mutual
- The Principal
- Lincoln Financial
- American General
- Met Life
- GE Capital
- West Coast Life
- Genworth Financial
- Protective
- Pacific Life
Contact Us
Ready to get started? Have specific questions for our team?
Please Contact Us
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