We are here to manage your
finance with experience

There are many reasons and needs for purchasing life insurance. Working with a broker does not cost any more than purchasing direct online. In fact, you might be best off working with someone who can help prepare you for any required medical exams and find the right carrier that best fits any adverse risks you may have.


Long-Term Care Insurance planning is a big topic and requires a studied professional in the industry to discuss the ever-changing environment.  Our product line includes policies that have guaranteed premiums, life-time benefits, and can be funding with non-qualified and qualified money (IRA’s).

Disability Insurance

Does your broker have exclusive product line availability and product discounts?  If not, let us show you our wide range of products.  Having a wide product reach is key with disability insurance as certain carriers prefer different occupation classes.  For example, a pilot will find a better fit with a different carrier than a surgeon would.

Group Benefits and
Individual Medical Insurance

Our group product line is vast, but more importantly is the service and implementation we provide.  From our online employee enrollment platform, employee compensation reports, COBRA & FSA administration, ACA and Section 125 Compliance, to our high level of responsiveness, you will not find another broker with the same level of integrity and service.