Capabilities

For Associations, Societies & Non-Profits

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Insurance for:

  • Group Life, Medical, Disability Insurance Programs
  • Property & Casualty Insurance
  • Worker’s Comp Insurance
  • Event Cancellation Insurance
  • Directors and Officer Liability Insurance
  • Board consulting

Specialized Programs for:

  • Retirement Planning
  • Executive Benefits
  • Deferred Compensation Programs

For Small Businesses

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  • Life Insurance
  • Retirement Planning
  • Disability Insurance for Owner
  • Property & Casualty Insurance
  • Buy-Sell Insurance
  • Key Person Insurance
  • Employee Benefits
  • Business “sellability” consulting (Click to see your score)

Individuals & Families

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  • Life Insurance
  • Disability Insurance
  • Risk Management Assessment
  • College Funding Assessment
  • Long Term Care Insurance
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