When you decide on the type and amount of risk you would like to transfer, we obtain proposals and manage the acquisition process to help you get what is best for you. The most common types of policies clients ask our help with are life insurance, long-term care, health insurance and disability coverage. Small business owners may also consider buy/sell policies to protect the owners.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.