Insurance is an important part of a complete financial strategy, especially for those who have built and acquired significant wealth. Without the right type of insurance to protect your assets, you could be leaving yourself vulnerable to unnecessary risk.
Whether you are a business owner or executive, it’s critical to thoroughly ensure that you and your family have a strategy to protect your assets and avoid potential financial losses. We have access to a wide array of fixed insurance products and we help you to determine what type of coverage is appropriate for your circumstances.
Term LifeWhole LifeUniversal LifeIndexed Universal LifeSurvivorship LifeBuy Sell Life Insurance
Split Dollar InsuranceDeferred Compensation PlansExecutive BonusSection 162Key ManBuy Sell Life Insurance
Individual Disability InsuranceKey Man Disability InsuranceOverhead Expense InsuranceNon-Cancellable and Guaranteed RenewableOwn Occupation RidersOther Optional Benefit Riders
LONG TERM CARE INSURANCE
Stand alone LTC ContractsAnnuity with LTC RiderLife Insurance with LTC RiderLTC with Inflation RidersLTC with Shared Car Rider