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Individual Services
January 12, 2019

Why you need Our Personal and Financial Organizer

As insurance advisors, we often require our clients' financial and medical information to ensure their…
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Individual Pension Plans – How They Can Help Business Owners.

This Article explains how Individual Pension Plans can serve as an opportunity for Business Owners to build their own pension plan funded with corporate dollars.

Mortgage Insurance – Great information for anyone with a Mortgage.

This Article explains the pitfalls of Mortgage Insurance from a bank or lender, and how you can find savings and other valuable benefits by obtaining your own personal policy.

COVID-19 has brought a lot of uncertainty, but as always, we are here for our clients!

Our priority is ensuring that our clients know that we are available to help with recent developments as they pertain to your insurance needs. In order to ensure the safety and comfort of our staff, effective March 23rd all staff will be working remotely but we are always just a phone call or email away. We want you to know that we have measures in place at this time to ensure minimal business disruption and we are working with all insurance companies to understand the full effect on group and personal insurance plans.

Please click here for some additional information as it pertains to COVID-19 and Life & Health Insurance.

 

Be safe and healthy and reach out anytime.