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Practice Areas

Life Insurance
We specialize in all types of life insurance products and solutions. With direct access to dozens of carriers, we are able to bind up to $100,000,000 of protection on a single insured, provide the most competitive pricing on term, and cover nearly all types of “impaired risk” situations.

Tax Efficient Retirement Planning
We help you with the most important mantra of financial planning: “Its not what you make, and its really not what you keep…what matters most is the amount of tax free, lifetime income generated from what you’ve accumulated”.

Business Risk andEmployee Retention Planning
We design strategies to protect business continuity in the event of death and/or illness, as well as help you attract, retain and reward key employees.

Long Term Care Solutions
We have “solved the riddle “of Long Term Illness. We have products that cover the costs of a chronic illness WITHOUT the risk of paying premium for something you may never use.

Estate and Succession Planning
We help you preserve and protect the maximum amount of wealth possible, and ensure that it is transferred most efficiently to your loved ones, business partners and other charitable beneficiaries.

Health Insurance and Employee Benefit Design
We help you navigate the complicated and often cost prohibitive nature of group health, life, disability and long term care.

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