We are pleased to be able of offer counseling and shopping services for several kinds of insurance.  Our objective is to obtain the most cost effective insurance in each category as well as the most effective insurance program to meet the needs as they are determined as a result of our needs analysis tools.  We can help with the acquisition of:

  • Life Insurance: Traditional, Term, Universal Life, Variable Life, and Insurance with Living Benefits
  • Disability Insurance
  • Long Term Health Care Insurance
  • Fixed and Variable Annuities
  • “Hybrid” policies which accomplish several life objectives in one program