What We Offer

Your goals. Our experience. Great results.

We specialize in:

  • Life (Term, Whole, Universal) insurance
  • Senior-specific (advantage plans, medicare supplements, etc.)
  • Long-term care
  • Disability
  • Annuities
  • Securities (variable products*)
  • Business services (worksite solutions, i.e. group life, disability, accident,  health, 401k*, etc.)

Because your situation is unique, we identify your need then find the correct solution for you. (read about how we do business)
It is very important to choose the right agent AND the right company when making important financial decisions. We do all we can to research company financials, ratings, policy attributes, etc. before agreeing to offer them to our clients.  As the old adage goes: A job worth doing, is worth doing right the FIRST time.