Hello and thank you for visiting our website. As a health & life insurance broker, we are in the business of reducing risk. The most common applications are life insurance, health insurance, long-term care, annuities and supplemental insurance such as cancer and critical illness plans.
For the Baby Boomer generation: we help people understand the process of going on to Medicare, rolling over a 401K into an IRA/ annuity to reduce/eliminate market risk and using long-term care policies/riders to protect wealth as this generation prepares for retirement.
For Generation X and Millennials: we can help the newly married couple with life insurance as well as the small business owner with business continuation plans and retirement plans for both ownership and employees.
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** The exception to this rule would be an arrangement to exchange referrals for South Florida clients.
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