Insurance Planning

Providing adequate insurance coverage for individuals and their families, and taking full advantage of any discounts available, can be achieved with prudent planning. The services we provide in this area include:

Life Insurance

  • Analysis of existing portfolio, including individual's personal and group coverage.
  • Examination of beneficiary designations, ownership and adequacy of coverage.

Health Insurance

  • Analysis of existing medical coverage and review of need for additional coverage.
  • Review of adequacy and cost efficiency of disability coverage.

Property and Casualty Insurance

  • Analysis of existing coverage.
  • Assistance in procurement of homeowner, automobile and excess liability coverage.