Services

Insurance Services

  • Estate Planning 
  • Life Insurance 
  • Disability 
  • Insurance 
  • Group Insurance 
  • Benefits 
  • Life Insurance Audits 
  • Life Insurance Premium Financing 

Business Planning 

  • Qualified Pension Plans 
  • 401K Plans - Open Platforms 
  • 403(B) Plans - Open Platforms 
  • Non-Qualified Executive Benefits 
  • Bonus 162 Arrangements 
  • SERPS Buy / Sell Agreements

Strategic Partners 

  • Capital Wealth Management (Fee Based Planning Platforms) 
  • Third Party Administrator Affiliations 
  • CPA Affiliations 
  • Estate Tax Attorney Affiliations 
  • Group Voluntary Benefits 
  • Group Health Insurance