 Financial Services / Life / Health
We offer a complete line
of insurance products and financial services for your business and personal
needs. The list below is comprehensive, but not complete. If you are in
need of planning assistance, please feel free to contact us. Or Please click
here for a quote.
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Insurance Plans, Quote, Bind ONLINE!
Individual Insurance Protection
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Participating Whole
Life
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Universal Life
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Term Insurance
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Joint and Last
Survivor Insurance
-Whole Life
-Universal Life
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Worksite
Payroll Deduction
Life Insurance
-Participating
Whole Life
-Universal Life
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Disability
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Long Term Care
Financial Planning Services
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Business
Continuation Planning
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Charitable Planning
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Employee Benefits
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Estate Planning
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Wealth Transfer
Planning
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Pension
Distribution Planning
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Executive
Compensation Planning
Annuities
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Single Premium
Deferred
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Single Premium
Immediate
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Flexible Premium
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Retirement Planning Services
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Pension and Profit
Sharing Plans
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IRAs, Keoghs & TSAs
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Wrap
Accounts/Mutual Funds
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College Savings
Plans (sec 529)
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Fully Insured
Retirement Plans
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Funding Agreements
-Auxiliary & Custodial Accounts
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Administrative
Services
-Retirement Plan Design
-Employee Benefit Plan
-Administration
Group Coverages
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Group Term Life and
Accidental Death and Dismemberment
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Group Voluntary
Term Life
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Group Voluntary
Short & Long Term Disability
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Employers Group
Benefits Trust for Small Firms
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Weekly Disability
Income
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Long-Term
Disability
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New York State
Disability Benefits Law (DBL)
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New Jersey State
Temporary Disability Benefits (TDB)
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Voluntary Emergency
Service Organizations Life Benefits (VESO Trust)
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