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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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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