A PARTNER TO SUCCESSFUL
INVESTMENT ADVISERS

As the financial advice business has evolved there is growing consumer demand to incorporate the risk management discussion into the planning process. Many clients desire a comprehensive experience from their adviser versus fragmented advice from an investment adviser, insurance agent and other specialists. If you are an investment or wealth adviser who is looking to partner with a life and annuity specialist, we can help.

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HOW WE WORK WITH YOUR TEAM

With over 40 years’ experience, we have an expertise in the risk management tools used in the planning process. Our support to you and your team is in the area of life insurance, annuities and long-term care planning. Our goal is to be an extension of your team so your client may enjoy the comprehensive advice and experience they desire.

Life Insurance Planning

Life insurance is vital to many client’s needs and objectives. For families, it can be essential for protecting family members. For business owners, it can be an important tool for succession planning or key man protection. We can help no matter how simple or complex the situation.

Annuities

Annuities are often the most misunderstood investment tool. We help explain the myriad of options and help you understand where and when they fit. We can review existing policies and provide a simple analysis.

Long-Term Care Planning

Long-term care planning should be incorporated into every retirement conversation because for many, it will be an inevitable life transition and expense. We help you incorporate this conversation into your retirement discussions and act as your team specialist.

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OUR COMMITMENT TO YOU

Your trust in us as your risk management partner is something we take very seriously. We understand the importance of protecting the client relationship. We vow to uphold the following commitment.

1. Always act in the client’s best interest.

2. Respect and protect your client relationship.

3. Act as your team member. You are the lead. We act as your specialist.

Do you want to learn more?

A PARTNER TO SUCCESSFUL INVESTMENT ADVISERS