Broker Check
 

Insurance

During our initial consultation, we will begin to understand your life insurance and disability needs.  Any current policies will be reviewed to be sure they are the appropriate option for your situation.  If we advise that changes should be considered, we handle all aspects of the process from quotes to policy issue.  Our team also works in conjunction with your estate attorney to be sure your policy is properly structured to fit your estate wishes.  Business owners with needs for key man or buy/sell insurance policies work with us to find the best options for their corporate insurance policies.