What We Do
We are experts, and will be happy to teach you everything you need to know to make good decisions about life insurance, annuities and related financial options. Based upon your individual circumstances, we can help you determine which type and size of insurance policy or annuity is best for you, and we will be able to explain this so that you actually understand it.
Life Insurance & Annuities
After we have (together with you) determined what kind of life insurance or annuity best fits your needs, we will use our relationships and access to the major carriers to find the best and most cost-efficient product options. We are independent agents and are not beholden to any one carrier. Our focus will be on doing what is best for you.
Experts to the Experts – Settlements, Premium Finance, Policy Portfolio Management
For a decade we have educated and advised attorneys, CPAs, financial planners, insurance agents, hedge funds and other professionals in a variety of financial options. These include: life settlements (selling a life insurance policy when it is no longer needed or affordable); traditional premium finance; and policy portfolio management. Our extensive background and expertise helps us provide a greater level of service to you.