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, 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...