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Products & Services

We provide a variety of insurance products and strategies to meet the needs of our clients.


 

Annuities

Fixed and fixed index annuities can offer benefits for retirement including guaranteed retirement income, protection from market downturns, the potential to earn credited interest and more. We work with some of the highest-rated insurers in the industry to ensure that you have reliable and competitive products to meet your needs.

Life Insurance

Life insurance is often considered for protection of young families, but it can be just as valuable in creating a tax-advantaged retirement strategy, assuring transfer of wealth to future generations, or protecting and strengthening a small business. We work with a variety of highly-rated insurers offering a range of life insurance products that includes Fixed Indexed Universal Life, Term Life, Universal Life, and more.

Small Business Support Services

Through our relationship with GoSmallBiz.com, we provide access to a leading online small business resource that offers unlimited business consulting, software tools, business courses and mentoring sessions. If you’re a small business owner, this is an invaluable and affordable resource.

LegalShield

Equal justice under the law because sometimes it seems we have as much justice as we can pay for. Where there's a will there's a way however no Will, the States way! Click here to learn more.

IS YOUR INSURANCE PORTFOLIO COMPLETE?

It’s important to make sure you are properly protected in every area, especially when it comes to your retirement. We are here to answer your questions and provide you with the knowledge to make the best decisions for your financial future. Contact us any time for a no-obligation appointment to review your current policies.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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