Insurance Services

Medical Insurance

• Pre-retirees: Long Term Care (Assisted Living/Nursing Home and/or stand-alone Home Health Care)
• Seniors: Medicare Supplement (Only "Issue Age" version coverage)
• Businesses: Group plans (with optional life and/or short/long term disability)

Disability Insurance:

• Individuals: Personal and/or tax-deductible Overhead expense coverage for professionals or working owners
• Businesses: Executive Disability Income/Keyman and Buy-Sell Funding plans

Life Insurance:

• Individuals: Six (6) types of permanent insurance or Death Benefit Only (Term)
• Permanent Insurance with living benefits that address long-term care funding

Annuities:

• Fixed and Fixed Index accounts
• Flexible contribution accounts for pre-tax (Traditional) or after-tax (ROTH)
• Immediate annuity accounts