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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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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