Life Insurance
We offer term and whole life insurance from highly rated and competitively priced carriers, as well as from specialty and niche providers.
We also offer specialty life insurance for high net worth individuals and families.
Unlike traditional insurance brokers, our job is just beginning after we have helped you implement your insurance. Through no-cost annual reviews with you, we systematically monitor if and when your coverage designs should be adjusted.
Just as importantly, our staff is available to assist as a no-cost liaison with insurers for everything from routine changes to more involved matters such as beneficiary updates, owner changes and insurance trusts.
Business Insurance
- General Liability Insurance
- Professional Liability Insurance (Errors and Omissions)
- Commercial Property Insurance
- Home-based Business Insurance
- Property and Casualty
- Workers’ Compensation
Group Health Insurance
Need medical coverage for your employees?