INSURANCE & RISK MANAGEMENT
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Recognizing whether you have too much, or not enough, transferring risk is another core element to be accessed by both individuals and business.
Business: The usual, plain-vanilla insurance packages need to be complemented by additional special coverages relevant to your business. We offer access to the following types of business coverage:
- Group Life Insurance
- Group Health Insurance
- Key Person Insurance
- Buy-Sell Agreement
- Executive Bonus Plans
- 412 (e) (3) Plans
- Pension Plans
Personal: Determining the need for coverage and analyzing if whether the needs that prompted the purchase of existing coverage have changed. We offer access to the following types of personal coverage:
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Insurance
- Fixed and Index Annuities
- ​Premium Finance