Our Services

PRODUCTS AND SERVICES

•  Fixed and Variable Annuities

•  Charitable Giving Strategies

•  Disability Income Insurance

•  Estate Conservation Strategies

•  Education Funding Strategies

•  IRA Consolidation/Rollovers

•  Long-Term Care Insurance

•  Mortgage Protection (through life insurance and disability income insurance)

•  Lump Sum Pension Distribution

•  Medicare Supplement Coverage

•  Pension Payout Alternatives

•  Pension Transfer/Rollovers

•  Property & Casualty

•  Mutual Funds

•  Asset Management Accounts

•  Tax Sheltered Annuities, 403(b) Plans

•  Term, Whole and Universal Life Insurance

•  Variable Universal Life Insurance

•  Health and Dental Insurance

•  Financial Planning

•  Special Care Planning