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Life Insurance

Term Insurance

Index Universal Life

Guaranteed Life

Living Benefits

Defined Benefit Plans

Defined benefit plans are qualified employer-sponsored retirement plans. Like other qualified plans, they offer tax incentives both to employers and to participating employees


Disability Insurance

provides supplementary income in the event an illness or accident results in a disability that prevents the insured from working at their regular employment.


An indexed annuity pays a rate of interest based on a particular market index, such as the S&P 500. Indexed annuities give buyers an opportunity to benefit when the financial markets perform well, and protect from risk.

Executive Bonus Plans

An executive bonus plan is a way to attract, retain and reward key employees using life insurance. Executive Bonus plan allows a business to provide life and/or disability income insurance to key executives using tax deductible dollars.

Key Man Insurance

Under a key person life insurance policy, the business owns the policy, pays the premiums and is the beneficiary. If a key person dies, the business then collects a death benefit.

Buy/Sell Agreements

Also known as a buyout agreement, is a contract funded by a life insurance policy that can help minimize the turmoil caused by the sudden departure, disability or death of a business owner.

Long Term Care Insurance

Designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.


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