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Life    |    Long Term Care    |    Health    |    Medicare    |    Annuity

Medicare Advantage Enrollment Period   01/01 - 03/31

Financial Planning

  • Retirement Planning

  • Legacy Planning

  • Small Business Strategies

Insurance Protection

  • Life Insurance

  • Long Term Care Insurance

  • Disability Insurance

  • Accidental Insurance

  • Annuity


  • Medicare and Medicaid

  • Medical Insurance

  • Dental and Vision Insurance

Insurance Protection


The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you need costly long term care, outlive your retirement, pass away unexpectedly , or become disabled, there are products help protect the life you’ve built for you and your loved ones.

Life, LTC insurance and Annuity Carriers


Medical Insurance Carriers

Insurance Protection

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they've built.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.

College Funding

Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional. 

Legacy Strategies

Without a personal legacy plan, the value of someone's estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.

Long-Term Care

A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now - to help ensure expenses are covered if and when extended care is needed.

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.


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