Services

Sometimes Life can get a little Bumpy…

Which is why you need quality insurance! We will be there for you when life doesn’t go quite as you’d expected. Our company offers a wide range of products and services, specifically tailored to Physicians, which will provide you with flexible options. We are backed by years of experience and a vast network of resources giving us the confidence to guide you in choosing the right products to protect you, your family and your business.

  • Short and Long Term Disability Insurance
  • Long Term Care Insurance
  • Business Overhead Insurance
  • Term Life Insurance
  • Cash Value Life Insurance
  • 401(k)
  • Fully Insured Pension Plans
  • IRAs
  • Annuities with lifetime income rider

Other Services

  • Asset Protection
  • Tax Reduction Strategies
  • Key Man & Buy-Sell insurance
  • Supplemental Employee Benefits
  • College Planning
  • Estate Planning
  • Estate Preservation
  • Charitable Giving
  • Budget Reviews
  • Cash Flow Studies
  • Health Insurance
    • Medical
    • Dental
    • Vision

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