We offer Advisory Services to help you select insurance and financial solutions to fit your needs. Our experts are here to help you with your planning and also with the purchase of specific products, such as…
- Term and Whole Life Insurance – including consultations for those whose current insurance will soon end.
- Alum LTD – Long Term Disability Income Protection
- Long Term Care Insurance
- Fixed Annuities
- Plenty more…
We take great pride in providing fantastic service and developing long-term, sustainable relationships. Read this story about how our Advisors get to know you and can help you select insurance and financial solutions to fit your changing needs.
Let us help you—our services are complimentary. To speak with an Advisor, call 877-878-2467, email firstname.lastname@example.org, or complete the Request Form on this page to make an appointment.
Legacy protection. Life insurance is the pillar of a solid financial plan. Although Term life is the most common, Permanent Life insurance can be the right choice for those looking for lifelong coverage with level premiums, and a guaranteed return on the policy’s cash value. We can help you evaluate your options.
Alum LTD—Long Term Disability Income Protection. Long term disability insurance (LTD) provides coverage in the event you’re unable to work due to an illness or injury. It’s essentially insurance for lost income. Our program, Alum LTD, provides individual coverage, meaning you own and keep your policy—even if you change jobs—with an exclusive 16% discount for alumni and their immediate family members.
Asset protection. Long term care (LTC) costs can be overwhelming, which is why asset protection is an important part of financial planning, especially in your 50s and beyond. We can help with discounted LTC insurance and other asset protection products that can help safeguard your savings and can also give you more choices for care.
Business protection. Business Overhead Expense (BOE) insurance covers the overhead costs of running your business if you’re unable to work due a disability or sickness. Designed to complement individual disability policies, BOE covers everyday business expenses, and can help to protect and preserve the business you’ve worked so hard to build.
Retirement Income protection. An annuity can help fund retirement. You can use it as a savings vehicle while you’re working and as a retirement “paycheck” once you’re not. An annuity offers the security of consistent, guaranteed lifetime income with protection against market downturns.