Insurance & Annuities

Insurance often protects many of the most valuable assets you have: Your homes, cars, health and loved ones. However, many Americans are unaware of the impact improper insurance planning can have on your retirement. There are several products and strategies that can be utilized to ensure one of your largest assets, your retirement plan.

One area we focus on with our clients is helping them protect their nest egg, while still participating in the potential for growth. Many retirees underestimate the impact that a big market loss can have on the future of their income.

As an independent insurance firm, we are able to shop dozens of insurance carriers to find the right product solutions to address your specific needs. We also offer complimentary reviews on your existing annuity and life insurance contracts.

Through the use of annuities and life insurance, you can create steady, dependable monthly income now, for the future, or whenever you need it most, while also leaving a legacy for your loved ones.

We offer:

  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medicare Supplement Insurance (MediGap)