Services for Individuals

41260714Available for anyone looking to learn about and understand their expected needs or supplement an existing portfolio. We can discuss an array of products for Life insurance, Mortgage Insurance and/or Living Benefits.

Executives, self-employed professionals, contract consultants and business owners have unique needs that cannot be satisfied by the traditional group insurance plan. A customized plan of benefits might include:

  • Buy-Sell funding
  • Key Person replacement
  • Salary continuation plans for long-term disability
  • Individual long-term disability plan to supplement a group long-term disability plan
  • Credit life insurance
  • Deferred compensation
  • Transition long-term disability benefits for employees who lose their disability coverage due to outplacement
  • Critical illness insurance
  • Long-term care insurance
  • Financial Planning for Children