For Your Clients


Investment Management

Our agents and advisors are always recommending what is in the best interests of their clients for life insurance and annuities, knowing that these are important components in building a solid financial strategy that seeks to build and protect client assets as part of an overall successful financial retirement plan.


Financial Planning

We offer all types of life insurance, including term, whole life, Universal Life, Indexed Universal Life, Long Term Care, Disability Income Insurance , and more.

Our agents and advisors are given the freedom with responsibility in recommending what is in the best interests of their clients.



With the changing landscape and increasing number of life and annuity products on the market, and with the features of these products changing on a regular basis, you need a team of professionals ready, willing and able to help you find what may seem like “a needle in a haystack” to “hand pick” that one annuity policy that best fills your client’s needs. This is where we excel, not by giving you just a stale list, but rather team you up with specialists who will answer the phone to help you and give you solid and timely recommendations.