Personal Insurance

Life Insurance

Personal and Family Term, Whole Life, Universal or Variable Life Insurance.

We seek to protect the financial well-being of your loved ones by helping you determine your unique insurance needs and the proper company to provide it.

 

Health Insurance

Personal and Family Health Insurance.

We help you provide affordable, quality health insurance to your employees with plans from the top private carriers, HMOs and Blue Cross/Blue Shield.

 

Long Term Care

Personal Long Term Care Insurance.

Used to help protect your assets from rising nursing home and home health care costs with long-term care insurance.

 

Disability Insurance

Personal Disability Insurance.

Used to help protect your individual needs in the case of short- or long-term disability from work.

 

Medicare Products

Personal Medicare Insurance.

We provide seniors with access to the coverage they need to either supplement Medicare or replace Medicare through Medicare Advantage programs. We also assist with standalone prescription cards that can be used in conjunction with the supplement products.

 

Estate Planning

Personal Estate Planning with Insurance and Annuity Programs.

We help you manage estate taxes through careful planning and the appropriate use of insurance and annuity products.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Professional Planning Associates are separate entities from LPL Financial.