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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Brian Haney is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.