Life Insurance
Planning

Implementing certain life insurance solutions can help create tax-free retirement income, allow you to save for children and grandchildren’s education, provide funding for special needs, and protect your home and family.

We help you determine and implement relevant strategies that meet your specific needs.

To do so, we work with a team of life insurance professionals, including in-house underwriters and doctors who are available to evaluate complex situations when necessary. We also help you evaluate personal lines coverage, such as homeowners and auto insurance.

Types of insurance coverage we provide include:

  • Life Insurance (Term, Whole Life, & Universal Life)
  • Long Term Care
  • Homeowners
  • Auto, Boat & RV
  • Commercial & General Liability
  • Medicare & Medicare Supplements
  • Renter’s