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Get independent, unbiased insurance and financial planning solutions to prepare you and your family for the future. We provide you all the information, insight and products you need to make the right decisions to secure your family.


After a careful assessment of your needs, we select the right mix of products to meet your objectives, and then present you with easy-to-understand comparisons of your options. We act as your coach and guide the efforts of attorneys, trustees, estate planners and other professionals involved in the implementation of your plan. We proactively monitor the market and re-evaluate your plans as needed.

Individual & Senior Products

• Health Insurance
• Life Insurance
• Disability Insurance
• Dental / Vision
• Long-term Care Insurance

High Net Worth Products

• High Value Homes
• Multi-home
• Car Collections
• Art Collections
• High Limit Personal Umbrellas

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• 23,000+ Plans Available
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