What We Do

Our track record of success has earned us a reputation as an industry leader in life and disability insurance, long-term care, critical illness, and annuities. We understand every need is different which is why we represent over 100 insurance carriers. This gives us the flexibility and freedom to find the right solutions for each of our clients.

Our proprietary Blueprints For Tomorrow™ program is designed to work directly with closely held businesses to create customized strategies and solutions to prepare business owners for the unexpected. To date, we have worked with over 3,000 business owners and their families in contingency, succession, exit, and transition planning. This program also includes key-employee retention and retirement planning.