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Insurance

Insurance is arguably the least appealing conversation we have, but protecting ourselves and our loved ones must be made a priority.  Instead of sending you out into the insurance world to purchase coverage on your own, we choose to handle these needs in house. 

 

We will show you where you are exposed and to what risks, then develop a strategy to mitigate those risks. 

 

Once a direction is chosen, we then scour the marketplace to find competitive pricing from many of the prominent carriers.  From there, we will request and explain your personal quotes, prepare the paperwork, and ensure your experience is as smooth as possible from start to finish.

We specialize in the following:

  • Coverage for specific liabilities

  • Complex risk and estate planning issues 

  • Protecting your income against the what ifs

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  • Specialty insurance policies​

  • Nontraditional solutions

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TERM & PERMANENT  LIFE INSURANCE

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DISABILITY

(ADVICE ONLY)

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LONG TERM CARE

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DO YOU KNOW YOUR "WHAT IFS"?