Protection Planning

A well-structured insurance strategy can help protect you and your loved ones from the financial consequences of unexpected events.

Although we cannot help you directly with all types of insurance, we are always available to help you with understanding and planning for insurance coverage... even when we don’t offer that product

Here are some insurance products for which we can both help you evaluate the appropriate coverage and, if desired, assist you in putting that coverage in place:

• Life Insurance
• Long Term Disability Insurance
• Long Term Care Insurance
• Business Insurance
• Key Person Insurance
• Buy-Sell Agreement Insurance
• Directors and Officers Liability Insurance

Here are some insurance products for which we can help you evaluate the appropriate coverage, but we do not offer these products:

• Property & Casualty Insurance (Home, Renter’s, Auto, etc.)
• Umbrella Liability Insurance
• Short Term Disability Insurance
• Health Insurance

Note: Click on the green hotlinks above to learn more about some of these protection products.