Insurance Strategy Services

Protecting your plans and your future.

Prepare for the Unexpected

Certain life circumstances are out of our control—illness, injury, and even loss. We understand the financial impact that each of these events can bring, and work tirelessly to provide our clients with a personalized insurance plan that protects you and your legacy from potential financial disruption.

Long-Term Care Insurance

Long-term care insurance can potentially help bear the financial weight from negatively impacting your family members if you were needing care for an extended period.

Disability Insurance

Disability insurance helps to cover you in the unexpected event you become ill or injured and are unable to work for an extended period.

Health Insurance

Health care costs are one of the biggest budget items for retirees. This includes premiums, out-of-pocket costs, and medication. 


Medicare covers some of these items, but usually not everything. Long-term care costs, if not planned for, can also erode assets over time. We will help you build a plan that accounts for both expected and unexpected health care cost in retirement.

Annuities

Annuities are often used to create guaranteed* lifetime income in retirement to help replace your monthly paycheck. We can tailor a plan that meets your specific needs and guides you through the process of creating and growing your retirement income.


  • Fixed Annuities
  • Immediate Annuities
  • Fixed-Indexed Annuities

Life Insurance

Life insurance can help you keep your family financially on track even after you are gone. 


  • Term Life
  • Whole Life
  • Universal Life
  • Variable Universal