Individual
I need a policy
Life
Insurance
Use life insurance to fund long-term estate, wealth transfer and family liquidity needs.
Tax-Efficient Investing
Use properly designed life insurance to deliver tax-efficient long-term investment results and supplemental income.
Term Life
Insurance
Term Life Insurance provides short to long-term (10 to 30 years) life insurance protection against death of the insured.
Long-Term Care
Policy
A life insurance policy with a long-term care rider to provide benefits regardless of your need for long-term care benefits.
Accident
Insurance
Accidental Death & Dismemberment coverage for travel and activities such as race car driving, piloting, scuba diving, and mountain climbing.
Disability
Insurance
Disability insurance provides short and long-term income or a lump sum resulting from a disability or accident.
I have a policy
Policy Review
Let us help you evaluate and understand your life insurance policy - our review looks at short and long-term performance, policy values, and options going forward.
Life Settlement
Understand the market value of your life insurance policy. Our firm evaluates all liquidity options for your policy - surrender, policy death benefit reductions, loans, and a life settlement.