Life Insurance & Annuities
Life Insurance and annuities play an important role for many families. Buying insurance of any type simply transfers a certain financial risk to a larger company.
Life insurance comes in many different formats and we can help you find the type that fits your family the best.
Annuities can be primary tools for asset protection and distribution if you are extremely risk averse.
We recommend you review your insurance needs every 3-5 years to make sure the insurance plan you have is the insurance plan you still need.
Our team can help you review those plans on everything from home and auto coverage, life insurance, long-term care and business owner's coverage. The key is to not have more or less than you need.