We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars for leading law firms, CPA firms, business management firms, and other financial advisors in the high-net-worth strategic planning community. Additionally, our professionals actively participate in the development of insurance legislative and regulatory issues that may affect and/or benefit our clients and their advisors.

Services

We are dedicated to continuing education on insurance and estate planning products, strategies, trends and advanced techniques. We also provide insurance seminars for leading law, CPA, business management and other financial advisory firms.

LIFE INSURANCE

An essential element of your financial plan, your life insurance, offers benefits that other asset’s don’t.

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EMPLOYEE BENEFITS

Your goal is to attract and retain the brightest talent and develop the most dynamic company culture.…

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DISABILITY INSURANCE

Often called DI, disability income insurance, insures the beneficiary’s earned income against the risk that a disability creates a barrier for a worker to complete the core functions of their work.

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BUSINESS INSURANCE & ESTATE PLANNING

Strategies, services and products custom tailored to your personal estate planning requirements.

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A Step Ahead

Delivering Innovative Life Insurance Strategies for Your Needs

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Our Carriers

Our relationship with over 65 of the leading insurance companies ensures that our clients will receive the most cost-effective and appropriate products at all times.