Advanced Approach
Forward Thinking
Problem Solver
Personal Touch
“Education is what you get from reading the small print;
experience is what you get from not reading it.”
Personal Insurance
We can tailor an insurance program that will protect you and your family’s most valuable possessions. Our marketing specialists and account executives understand the need to properly insure your security and welfare.
The strong relationships we maintain with our insurance companies enable us to negotiate the best coverage and pricing on your behalf.
Highlights of our personal insurance products include:
Commercial Insurance
Organizations of all types and sizes face diverse and constantly changing needs. We will continually works to keep abreast of new product developments and coverage solutions that can deliver the right blend of insurance and financial products for your industry. We believe it’s our business to design the most comprehensive, cost-effective insurance programs for your business.
Life Insurance
Since 1965, we have provided financial tools for families, businesses and individuals so they can maximize their wealth and protect their assets.
Our advisors will guide you throughout the underwriting process and will provide full service analysis and support in the following areas:
The 6 Types of Insurance You MUST Have
Like most new employees, I remember when I got my first job and just how little take home pay that job afforded me. Even if you knew the facts in your head, I’m sure you were probably shocked at how much of your paycheck was taken out for taxes and social security....
3 Ways to Use Life Insurance While You’re Still Alive
Life insurance can seem like a necessary evil. In fact, says Kimberly Dula, partner with accounting firm Friedman LLP in New York City, "many of [my clients] don't look at their life insurance as an asset at all." Instead, she says, they see it as a monthly bill from...