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Our objective is to provide our customers with individually tailored plans using only products offered by financially sound companies.

Business Services

EMPLOYEE BENEFITS
 
Health Savings Accounts (HSA)
Group Health Insurance
Health Reimbursment Arrangements (HRA)
Group Disability, Life and Dental Insurance
Non-Qualified Retirement Plans
Sick Pay Plans
Cafeteria Benefit Plans
Payroll Deduction Plans
 
BUSINESS CONTINUATION
 
Buy/Sell Agreement Funding
Key Person Insurance
Overhead Expense Insurance
 
EXECUTIVE BENEFITS
 
Personal Disability Insurance
Executive Bonus Plans
Suvivorship Life Plans


Individual Services

PERSONAL INSURANCE
 
Health Savings Accounts (HSA)
Individual/Family Health Insurance
Short Term/Temporary Medical
Medicare / Medicare Rx Part D
Foreign Traveler Health
Student Health Plans
Disability Income Insurance
Long Term Care Insurance
Life Insurance
 
RETIREMENT PLANS
 
SEP/SIMPLE
IRA 
Fixed Annuities