As one of the region’s largest brokers, we are able to deliver a full range of insurance and risk management products and solutions, including traditional personal benefits, like disability income, life and long-term care insurance. Our experienced staff also will help you examine your corporate benefit options, determining which ones you are most comfortable with, and then structuring your program accordingly.
Stewardship is the key to a meaningful relationship. We maintain close contact with our clients to ensure that our service is exemplary. As market conditions change or your needs evolve, we’ll modify your program accordingly or, if necessary, explore an entirely different approach.
Disability Income Insurance
Whether it’s supporting your daily living expenses today or funding your retirement savings for tomorrow, your ability to earn an income is your most important financial asset.
In the event of your passing, life insurance provides money income tax-free directly to your beneficiaries.
Long-Term Care Insurance
Only long-term care insurance is designed to reimburse some of the costs of receiving various levels of care for chronic conditions.
Depending on the structure of your company, you and other top executives may be able to take advantage of:
- Deferred Compensation Plans
- Supplemental Employee Retirement Plans
- Key Person Life & Disability Coverage
- Executive Carve-Out Long Term Care Insurance
- Life Insurance (Whole, Variable, Universal, or Term)
- Endorsement Split Dollar Arrangements
- Section 162 Bonus Plans
- Restricted Executive Bonus Arrangements