Insurance Services

When was the last time you looked at your life insurance and annuity policies?

Don’t worry, most people forget that things like beneficiaries and coverage amounts need to be reviewed and updated over time because life happens. As things change in your life it is important to review your policies and be sure that they are still in order. We will be happy to help you review your current policies or help you determine whether or not a new policy would be in your best interest.

We are independently licensed insurance agents who are licensed to work with life insurance, annuities, long term care and Medicare. And because we work under the RIA umbrella to, we act as fiduciaries. That means we are obligated to act in your best interest and honestly assess whether a policy is good for you.