Insurance Planning Services

Whether you are an individual trying to protect your family or a small business owner trying to protect your business, insurance planning is a key step to ensure a sound future. We specialize in all lines of insurance such as individual life insurance, disability, long-term care, and many other variations. Using an independent approach, we shop multiple insurance carriers for the most suitable solution at competitive prices.

• How much life insurance do I need?
• What is my life expectancy?
• What are my needs for burial and final expenses?
• How much disability income insurance do I need?
• What are my chances of becoming disabled?
• What are my long-term care insurance needs?
• How much will I earn in my lifetime?
• How long will my current life insurance proceeds last?
• What is the future value of an annuity?
• Which is better, comprehensive plan or high-deductible plan with HSA?