Broker Check

Insurance & Risk Management

Accomplished individuals, affluent families, successful business owners and corporations alike, work diligently at accumulating assets and sustaining long-term profitability. However, if left unmitigated, contingent liabilities such as taxes, inflation, devaluation, litigation, global and domestic issues or the premature passing of a key family member or employee, could impact and impair the most affluent of families and successful businesses.  Let our risk analysis team help you manage the risks associated with life and finances by surrounding your family or business with the protection and assurance you need to fortify your success, assets and legacy.

Along with our affiliates, we partner are aligned with more than 50 of the largest and oldest financial institutions and insurance companies in the US and abroad to provide our individual and corporate clients with access to a wide selection of risk management services which includes comprehensive analysis, tools, products and solutions which can make a real difference towards protection and preservation. When it comes to your risk management needs, judge us by our unparalleled customer service, our client commitment and the prestigious company we keep.

We provide expert assistance in the following areas:

  • Individual & family Insurance Services
  • Corporate Insurance Services
  • Life Insurance ( Whole, Universal, Indexed, Variable, Term, Dividend )
  • Bank Owned Life Insurance ( BOLI ) *
  • Corporate Owned Life Insurance ( COLI ) *
  • Financing for Insurance Premiums *  Learn More
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Group Insurance
  • Guaranteed Issue
  • Property & Casualty Insurance
  • Financing for Property & Casualty Premiums *

Judge us by our strategic partners and the company we keep:

  • Securian Financial Group
  • Minnesota Life
  • Allianz
  • Transamerica
  • Penn Mutual
  • Voya Financial
  • Loyds of London
  • Nationwide
  • Pacific Life
  • Lincoln Financial
  • Metlife
  • Prudential
  • Pacific Life
  • John Hancock
  • Fidelity & Guaranty
  • New York Life
  • AIG / American General
  • AXA Equitable
  • Mutual of Omaha
  • North American
  • Principle
  • Colonial
  • Genworth
  • William Penn
  • Assurity
  • Life of the Southwest ( LSW )
  • American National
  • Reliance
  • Ameritas
  • Banner
  • and more...