What We Do


As a wholesale insurance brokerage firm, we focus on developing and maintaining strategic insurance alliances with financial planners, accounting firms, property and casualty agencies, banks, broker/dealers and financial services professionals.
Our goal is that one phone call to us will provide you with access to:

Relevant and proven successful insurance planning concepts.

Expert life, annuity, long-term care, retirement plan and disability income consultation.

Competent and aggressive underwriting and case management.

Aggressive Impaired Risk Underwriting

A staff with a “YES” attitude