Planned, Prepared, Peace of Mind
Would you like to live your desired life by design instead of a life by default? You can! Allow us to help you design and monitor the financial future you envision.
For 26 years we have been privileged to cultivate enduring business relationships with a variety of business owners and their key employees. We provide professional guidance on many areas which include:
- Individual and Group "Own-Occupation / Own-Specialty" Disability Income Protection
- Extended Care / Long-Term Care Planning
- Life Insurance: Personal, Business, and Estate Preservation
- Group and Individual Medical Insurance
- Educational Savings
- Retirement Planning Strategies
Allow us to custom build your desired, efficient, and budget friendly executive and employee benefit programs. Serving as your advocate, we will assist you with annually updated planning and customized solutions based on your core values. Knowing you are prepared for the likely variables you will face, you will better enjoy the present and face the future with more peace of mind.
How Much Coverage Do I Need?
It's important to be covered. But how much coverage do you need? We've added a simple calculator to make that easier for you to decipher.
Term Life Insurance Quotes
We've pulled together the leading Term Life companies for your convenience to view a quote, personalized for you and your needs.
Individual Medical Proposal
Need a quick personal medical quote for yourself or your family? BCBS of NC has made it easy!
AVMA Member Benefits
Are you a Veterinarian? AVMA caters benefits to Veterinarians and we are an Authorized Representative, which means we are here to lend a hand!
Ohio National Term Life
Ohio National offers a great product for Term Life Insurance that also has great conversion options down the road when your financial picture changes.
