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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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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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