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, corrosive agents such as taxes, volatility, inflation or the loss of a key family member or key employee, could impact and impair even 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 liquidity, assets, success and legacy.

Along with our affiliates, we partner with more than 50 of the largest and oldest financial institutions and insurance companies in the United States and abroad. This affords our clients the ability to access to a wide selection of risk management services, which includes comprehensive analysis, tools, technology, products and solutions which can make a real difference towards the preservation and enhancement of liquidity. When it comes to your risk management needs, judge us by our unparalleled commitment to excellence, innovation 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...