Personal Products
Stocks
Offensive part of the game plan through ownership in a company!
Mutual Funds
This is like investing in a sports team that constantly changes players.
Life Insurance
Property and Casualty Insurance
Bonds
If you don’t own stock then you might want to loan your money at a fixed interest rate for a period of time.
Annuities
Long Term Care
Who will take care of you when you can’t take care of yourself? What does that cost?
Individual Dental Insurance
ETFs
Investing in a fixed team of companies which can be based on many factors like a sector, an index or strategy for diversification.
Health Insurance
Medicare Supplements
Nobody likes getting older but most celebrate the day their healthcare costs get reduced at age 65. Medicare supplements pay the expenses that Medicare doesn’t.
Individual Vision Insurance
Business Products
Group Health
The number 1 benefit that your team members want to have after pay.
Group Life
Offense for the employer and defense for an employee's family!
HSA/HRA
Saving for a rainy day on a tax preferred basis!
Executive Benefits
Group Dental
Say the word “smile” and see what happens.
Group Long Term and Short Term Disability
Extra offense for an employer and a strengthens the defense for your employees.
FSA
An account to help with consistent medical expenses like prescriptions or quarterly doctor visits because you don’t pay taxes.
Business Insurance
Group Vision
A low cost benefit that is utilized!
Voluntary Options
This is for employees that like being on the team and want more insurance but the company reframes from contributing.