Services

familybeachLife Insurance for Business Owners and Executives
We offer the total portfolio of term, universal, indexed and whole life and represent all top-rated companies.

Business Succession Plans
We identify and coordinate the key components of passing on your company to your family or selling to outsiders. The need for creative Buy-Sell funding is pivotal in every closely held company.

Premium Financing and Charitable Solutions Using Life Insurance
Our inner circle of advisors will guide you through the legal and accounting maze!

Annuities ‑ Fixed, Indexed and Immediate
Annuities from the best-rated companies.

Long-Term Care Health Insurance
We offer annual pay, universal life with LTC riders and top single-premium solutions to protect assets.

Encore Career Planning
We specialize in helping you identify your passion, paycheck and give back options.