Insurance Services
We offer a range of insurance products to meet your and your business needs:
Individual Life Insurance
- Term
- Universal (fixed, indexed and variable)
- Whole life
- Variable life
Property and Casualty Insurance
- Garage liability
- Home owners
- Co-op and condos
- Automobiles, motorbikes and boats
- Co-op and condo assessments
- Umbrella and excess policies
Business
Insurance
- Business liability
- Professional liability
- Product liability
- Cargo and hull coverage
- Key person
- Buy-sell agreements
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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