Insurance & Financial Strategies

Insurance & Financial Strategies

Personal Investment Services

Investment solutions that can help you achieve the goals that you have for your future.

Services and Strategies

  • College Planning
  • Roth IRA
  • Traditional IRA
  • Mutual funds

Personal Insurance Services

A wide range of insurance products to manage risk and provide protection for you, your family and your business.

Services and Strategies

  • Life Insurance
  • Fixed annuity products
  • Variable annuity products
  • Medicare Supplement Plans
  • Long-term Care Insurance
  • Disability Insurance

Employee Benefits

Proven strategies to meet your business needs. These strategies help retain employee retention and satisfaction.

Services and Strategies

  • Basic and Supplemental Group Term life insurance
  • Voluntary Whole life insurance
  • Basic and Supplemental Group Accidental Death and Dismemberment (AD&D) insurance
  • Basic and Supplemental Group Short-term disability
  • Basic and Supplemental Group Long-term disability
  • SIMPLE IRA Retirement Plans
  • Dental and Vision Insurance
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