Insurance Services

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

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Disability and Long-Term Care

Long-Term Care
Disability
Individual and Group Health

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Senior Health Insurance

Medicare advantage
Medicare supplemental
Medicare Rx

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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

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Business
Insurance

Business liability
Professional liability
Product liability
Cargo and hull coverage
Key person
Buy-sell agreements

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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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