Living Benefits
Otherwise, known as ‘Life Insurance you don’t have to die to use’ is the best bang for your buck when it comes to protecting your future, and the ones you love. These plans not only provide money for your beneficiary, but also for you in the case of a critical illness or injury, or a chronic or terminal diagnosis.
To learn more; contact us.
Cash Benefits to You
Supplemental Insurance plans allow you to tailor your coverage to provide cash assistance in specific circumstances from Accidents, to major diagnosis’, hospital stays, & more. These types of policies customize your Employee Benefit experience; some are even available directly to individuals.
To learn more; contact us.
Business Protection/Exit Strategies
To learn more; contact us.
Health Insurance Alternatives
Health Insurance is unaffordable for most, many times leaving the insured with surprise bills that often lead to piles of unpaid invoices. There are other options! From prepaid clinics, to discount plans, & helping business owners become self-insured; we help our clients navigate and weigh their options.
To learn more; contact us.
Tax-Free Retirement
We think outside the box to help our clients increase their retirement income without having to split their hard earned money with ‘Uncle Sam”; we can do the same for you. Using these non-traditional financial vehicles allows our clients to get some of the market gains but avoid all of the market dips.
To learn more; contact us.
College Funding
Planning for your kids’ future can be daunting. We have hopes for who they’ll become and no matter where their path leads you can provide a cash cushion to help them make their way. Our plans can even continue providing value well past their college years – without putting anything else into them!
To learn more; contact us.
Business Protection/Exit Strategies
Building a business is hard work. Protecting your business growth is just as important as having a strategic plan in-place to enjoy the fruits of your labor when you’re ready to retire or hand your business to the next generation. We work with you to make a plan that fits your specific needs and goals.”
-“Business Protection…”&“Health Insurance Alternatives. To learn more; contact us.
Health Insurance Alternatives
Health Insurance is unaffordable for most, many times leaving the insured with surprise bills that often lead to piles of unpaid invoices. There are other options!From prepaid clinics, to discount plans, & helping business owners become self-insured; we help our clients navigate and weigh their options.
To learn more; contact us.
